IF
ANGL icon

IRON Financial’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

IRON Financial’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
2018
Q3 		– Sell
-102,529
Closed -$2.94M – 89
2018
Q2 		$2.94M Buy
102,529
+24,471
+31% +$710K 1.6% 12
2018
Q1 		$2.27M Buy
+78,058
New +$2.31M 1.46% 15

Other funds holding ANGL

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IRON Financial's ANGL Position: Q3 2018 in Review

IRON Financial sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2018, closing a stake of 102,529 shares — an estimated $2.94M sold.

IRON Financial first reported a position in ANGL in Q1 2018 and held it in 2 quarters. The position peaked at $2.94M in Q2 2018. 115 funds tracked by Wall St. Rank hold ANGL as of Q3 2018.

  • IRON Financial reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
  • IRON Financial sold 102,529 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2018, an estimated $2.94M.
  • IRON Financial first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2018 and held it in 2 quarters.
  • IRON Financial's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.94M in Q2 2018.
  • 115 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2018.

Based on IRON Financial's 13F filing for Q3 2018, filed 18 Oct 2018.