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 Q2	–	Sell	-142,113	Closed	-$4.08M	–	88
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 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

Hershey Financial Advisers's ANGL Position: Q2 2026 in Review

Hershey Financial Advisers sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2026, closing a stake of 142,113 shares — an estimated $4.08M sold.

Hershey Financial Advisers first reported a position in ANGL in Q2 2025 and held it in 3 quarters. The position peaked at $4.08M in Q1 2026. 333 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Hershey Financial Advisers reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Hershey Financial Advisers sold 142,113 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $4.08M.
Hershey Financial Advisers first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2025 and held it in 3 quarters.
Hershey Financial Advisers's VanEck Fallen Angel High Yield Bond ETF position peaked at $4.08M in Q1 2026.
333 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

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