IWM
ANGL icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $70.5B 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return