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

IronOak Wealth’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
2024 Q4	$2.02M	Buy	+70,362	New	+$2.04M	2.26%	16

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IronOak Wealth's ANGL Position: Q4 2024 in Review

IronOak Wealth opened a new position in VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024: 70,362 shares worth $2.02M. The stake represents 2.26% of the portfolio and ranks #16 among its holdings.

346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

IronOak Wealth held 70,362 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.02M as of Q4 2024.
VanEck Fallen Angel High Yield Bond ETF was a new IronOak Wealth position in Q4 2024.
VanEck Fallen Angel High Yield Bond ETF made up 2.26% of IronOak Wealth's portfolio in Q4 2024, its #16 holding.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.