Independent Advisor Alliance’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Independent Advisor Alliance’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	$1.37M	Buy	47,795 +32,754	+218%	+$961K	0.01%	680
2025 Q4	$442K	Sell	15,041 -175	-1%	-$5.15K	0.01%	685
2025 Q3	$452K	Buy	15,216 +67	+0.4%	+$1.96K	0.01%	649
2025 Q2	$444K	Buy	15,149 +118	+0.8%	+$3.36K	0.01%	616
2025 Q1	$434K	Sell	15,031 -26,874	-64%	-$777K	0.01%	562
2024 Q4	$1.2M	Buy	41,905 +26,461	+171%	+$768K	0.02%	669
2024 Q3	$454K	Sell	15,444 -398	-3%	-$11.5K	0.02%	476
2024 Q2	$448K	Sell	15,842 -154	-1%	-$4.39K	0.02%	484
2024 Q1	$464K	Sell	15,996 -16,874	-51%	-$487K	0.02%	469
2023 Q4	$918K	Buy	32,870 +16,339	+99%	+$451K	0.03%	324
2023 Q3	$447K	Buy	+16,531	New	+$455K	0.02%	435
2020 Q1	–	Sell	-75,834	Closed	-$2.26M	–	438
2019 Q4	$2.26M	Buy	+75,834	New	+$2.23M	0.1%	222

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Independent Advisor Alliance's ANGL Position: Q1 2026 in Review

Independent Advisor Alliance increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 218% in Q1 2026, buying an estimated $961K and bringing the position to 47,795 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #680.

Independent Advisor Alliance first reported a position in ANGL in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.26M in Q4 2019. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

Independent Advisor Alliance held 47,795 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.37M as of Q1 2026.
Independent Advisor Alliance bought 32,754 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $961K.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #680 holding.
Independent Advisor Alliance first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and has held it in 12 quarters since.
Independent Advisor Alliance's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.26M in Q4 2019.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.