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Hershey Financial Advisers’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Hershey Financial Advisers’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
Q1 		$4.08M Buy
+142,113
New +$4.17M 3.52% 4
2025
Q4 		– Sell
-132,906
Closed -$3.95M – 80
2025
Q3 		$3.95M Sell
132,906
-2,413
-2% -$70.7K 3.39% 5
2025
Q2 		$3.96M Buy
+135,319
New +$3.85M 3.55% 5

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Hershey Financial Advisers's ANGL Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2026: 142,113 shares worth $4.08M. The stake represents 3.52% of the portfolio and ranks #4 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in ANGL as recently as Q3 2025.

Hershey Financial Advisers first reported a position in ANGL in Q2 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Hershey Financial Advisers held 142,113 shares of VanEck Fallen Angel High Yield Bond ETF worth $4.08M as of Q1 2026.
  • VanEck Fallen Angel High Yield Bond ETF was a new Hershey Financial Advisers position in Q1 2026.
  • VanEck Fallen Angel High Yield Bond ETF made up 3.52% of Hershey Financial Advisers's portfolio in Q1 2026, its #4 holding.
  • Hershey Financial Advisers first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.