Gladstone Institutional Advisory’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Gladstone Institutional Advisory’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,958	Closed	-$212K	–	649
2022 Q1	$212K	Sell	6,958 -16,815	-71%	-$523K	0.01%	657
2021 Q4	$784K	Buy	23,773 +4,375	+23%	+$144K	0.06%	303
2021 Q3	$641K	Sell	19,398 -722	-4%	-$23.9K	0.06%	279
2021 Q2	$662K	Buy	20,120 +9,045	+82%	+$292K	0.08%	246
2021 Q1	$354K	Buy	11,075 +1,216	+12%	+$39K	0.06%	293
2020 Q4	$316K	Buy	9,859 +15	+0.2%	+$464	0.06%	220
2020 Q3	$293K	Sell	9,844 -4,364	-31%	-$131K	0.07%	214
2020 Q2	$408K	Buy	+14,208	New	+$391K	0.1%	148

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Gladstone Institutional Advisory's ANGL Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2022, closing a stake of 6,958 shares — an estimated $212K sold.

Gladstone Institutional Advisory first reported a position in ANGL in Q2 2020 and held it in 8 quarters. The position peaked at $784K in Q4 2021. 306 funds tracked by Wall St. Rank hold ANGL as of Q2 2022.

Gladstone Institutional Advisory reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 6,958 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2022, an estimated $212K.
Gladstone Institutional Advisory first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and held it in 8 quarters.
Gladstone Institutional Advisory's VanEck Fallen Angel High Yield Bond ETF position peaked at $784K in Q4 2021.
306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.