Iams Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Iams Wealth Management’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	$3.72M	Buy	127,212 +15,503	+14%	+$451K	1.12%	21
2026 Q1	$3.21M	Sell	111,709 -27,937	-20%	-$819K	1.12%	19
2025 Q4	$4.1M	Buy	139,646 +66,052	+90%	+$1.94M	1.48%	12
2025 Q3	$2.19M	Buy	73,594 +15,587	+27%	+$456K	0.88%	34
2025 Q2	$1.7M	Buy	58,007 +13,845	+31%	+$394K	0.78%	43
2025 Q1	$1.27M	Buy	44,162 +8,527	+24%	+$246K	0.58%	64
2024 Q4	$1.02M	Buy	+35,635	New	+$1.03M	0.47%	67
2024 Q2	–	Sell	-89,670	Closed	-$2.57M	–	140
2024 Q1	$2.57M	Buy	89,670 +9,689	+12%	+$279K	1.57%	13
2023 Q4	$2.3M	Buy	+79,981	New	+$2.21M	1.49%	15

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

Iams Wealth Management's ANGL Position: Q2 2026 in Review

Iams Wealth Management increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 14% in Q2 2026, buying an estimated $451K and bringing the position to 127,212 shares worth $3.72M. The position accounts for 1.12% of the portfolio, ranked #21.

Iams Wealth Management first reported a position in ANGL in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.1M in Q4 2025. 331 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Iams Wealth Management held 127,212 shares of VanEck Fallen Angel High Yield Bond ETF worth $3.72M as of Q2 2026.
Iams Wealth Management bought 15,503 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $451K.
VanEck Fallen Angel High Yield Bond ETF made up 1.12% of Iams Wealth Management's portfolio in Q2 2026, its #21 holding.
Iams Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2023 and has held it in 9 quarters since.
Iams Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $4.1M in Q4 2025.
331 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.