Harel Insurance Investments & Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Harel Insurance Investments & Financial Services’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
2024 Q4	–	Hold	0	–	–	–	127
2024 Q3	–	Hold	0	–	–	–	140
2024 Q2	–	Hold	0	–	–	–	150
2024 Q1	–	Hold	0	–	–	–	134
2023 Q4	–	Hold	0	–	–	–	178
2018 Q4	–	Sell	-3,000	Closed	-$87K	–	464
2018 Q3	$87K	Hold	3,000	–	–	﹤0.01%	280
2018 Q2	$86K	Hold	3,000	–	–	﹤0.01%	256
2018 Q1	$87K	Hold	3,000	–	–	﹤0.01%	272
2017 Q4	$90K	Sell	3,000 -15,000	-83%	-$451K	0.01%	282
2017 Q3	$546K	Buy	18,000 +8,000	+80%	+$239K	0.04%	88
2017 Q2	$296K	Buy	+10,000	New	+$296K	0.02%	151

Other funds holding ANGL

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

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

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

CIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ANGL Position: Q4 2024 in Review

Harel Insurance Investments & Financial Services held its VanEck Fallen Angel High Yield Bond ETF (ANGL) position steady in Q4 2024 at 0 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #127.

Harel Insurance Investments & Financial Services first reported a position in ANGL in Q2 2017 and has held it in 6 quarters since. The position peaked at $546K in Q3 2017. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

Harel Insurance Investments & Financial Services held 0 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.17M as of Q4 2024.
Harel Insurance Investments & Financial Services left its VanEck Fallen Angel High Yield Bond ETF share count unchanged in Q4 2024.
VanEck Fallen Angel High Yield Bond ETF made up 0.02% of Harel Insurance Investments & Financial Services's portfolio in Q4 2024, its #127 holding.
Harel Insurance Investments & Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2017 and has held it in 6 quarters since.
Harel Insurance Investments & Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $546K in Q3 2017.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2024, filed 21 Jan 2025.