HCR Wealth Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

HCR Wealth Advisors’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	-15,000	Closed	-$456K	–	179
2022 Q1	$456K	Hold	15,000	–	–	0.07%	132
2021 Q4	$495K	Hold	15,000	–	–	0.08%	137
2021 Q3	$496K	Hold	15,000	–	–	0.08%	134
2021 Q2	$494K	Hold	15,000	–	–	0.09%	130
2021 Q1	$479K	Hold	15,000	–	–	0.09%	130
2020 Q4	$482K	Hold	15,000	–	–	0.1%	122
2020 Q3	$446K	Hold	15,000	–	–	0.1%	110
2020 Q2	$429K	Sell	15,000 -178	-1%	-$4.9K	0.1%	105
2020 Q1	$384K	Buy	15,178 +2	+0%	+$57	0.11%	101
2019 Q4	$453K	Buy	15,176 +1	+0%	+$29	0.11%	104
2019 Q3	$445K	Buy	15,175 +175	+1%	+$5.12K	0.15%	100
2019 Q2	$440K	Sell	15,000 -90	-0.6%	-$2.6K	0.13%	105
2019 Q1	$432K	Sell	15,090 -80	-0.5%	-$2.26K	0.12%	111
2018 Q4	$405K	Hold	15,170	–	–	0.13%	111
2018 Q3	$433K	Hold	15,170	–	–	0.14%	107
2018 Q2	$435K	Sell	15,170 -4,000	-21%	-$116K	0.14%	117
2018 Q1	$557K	Buy	19,170 +7,670	+67%	+$227K	0.19%	104
2017 Q4	$344K	Buy	+11,500	New	+$346K	0.12%	127

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

HCR Wealth Advisors's ANGL Position: Q2 2022 in Review

HCR Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2022, closing a stake of 15,000 shares — an estimated $456K sold.

HCR Wealth Advisors first reported a position in ANGL in Q4 2017 and held it in 18 quarters. The position peaked at $557K in Q1 2018. 306 funds tracked by Wall St. Rank hold ANGL as of Q2 2022.

HCR Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 15,000 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2022, an estimated $456K.
HCR Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2017 and held it in 18 quarters.
HCR Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $557K in Q1 2018.
306 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.