IWA
ANGL icon

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

Icon 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
2025
Q1 		– Sell
-11,430
Closed -$328K – 480
2024
Q4 		$328K Buy
+11,430
New +$332K 0.03% 285

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Icon Wealth Advisors's ANGL Position: Q1 2025 in Review

Icon Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2025, closing a stake of 11,430 shares — an estimated $328K sold.

Icon Wealth Advisors first reported a position in ANGL in Q4 2024 and held it in 1 quarter. The position peaked at $328K in Q4 2024. 344 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

  • Icon Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 11,430 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $328K.
  • Icon Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $328K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.