Goldstone Financial Group’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Goldstone Financial Group’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
2026 Q2	$658K	Buy	22,502 +2,436	+12%	+$70.9K	0.06%	163
2026 Q1	$576K	Buy	20,066 +7,236	+56%	+$212K	0.06%	159
2025 Q4	$377K	Sell	12,830 -1,404	-10%	-$41.3K	0.04%	181
2025 Q3	$423K	Sell	14,234 -359	-2%	-$10.5K	0.05%	170
2025 Q2	$426K	Buy	14,593 +1,306	+10%	+$37.2K	0.06%	164
2025 Q1	$383K	Sell	13,287 -909	-6%	-$26.3K	0.06%	152
2024 Q4	$407K	Sell	14,196 -266	-2%	-$7.72K	0.06%	143
2024 Q3	$425K	Sell	14,462 -1,732	-11%	-$50.1K	0.07%	132
2024 Q2	$458K	Sell	16,194 -10,346	-39%	-$295K	0.09%	115
2024 Q1	$770K	Buy	26,540 +1,503	+6%	+$43.3K	0.18%	82
2023 Q4	$721K	Buy	25,037 +1,001	+4%	+$27.6K	0.19%	86
2023 Q3	$650K	Buy	24,036 +250	+1%	+$6.88K	0.19%	93
2023 Q2	$661K	Sell	23,786 -23,233	-49%	-$640K	0.19%	86
2023 Q1	$1.32M	Buy	+47,019	New	+$1.3M	0.43%	44

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldstone Financial Group's ANGL Position: Q2 2026 in Review

Goldstone Financial Group increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 12% in Q2 2026, buying an estimated $70.9K and bringing the position to 22,502 shares worth $658K. The position accounts for 0.06% of the portfolio, ranked #163.

Goldstone Financial Group first reported a position in ANGL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2023. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Goldstone Financial Group held 22,502 shares of VanEck Fallen Angel High Yield Bond ETF worth $658K as of Q2 2026.
Goldstone Financial Group bought 2,436 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $70.9K.
VanEck Fallen Angel High Yield Bond ETF made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #163 holding.
Goldstone Financial Group first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.32M in Q1 2023.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.