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

IVC 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
Q3 		– Sell
-7,300
Closed -$214K – 184
2025
Q2 		$214K Sell
7,300
-1,265
-15% -$36K 0.1% 163
2025
Q1 		$247K Sell
8,565
-322
-4% -$9.31K 0.13% 139
2024
Q4 		$255K Sell
8,887
-5
-0.1% -$145 0.14% 133
2024
Q3 		$262K Sell
8,892
-1,008
-10% -$29.1K 0.14% 132
2024
Q2 		$280K Sell
9,900
-937
-9% -$26.7K 0.16% 126
2024
Q1 		$314K Sell
10,837
-751
-6% -$21.7K 0.18% 119
2023
Q4 		$334K Sell
11,588
-1,120
-9% -$30.9K 0.21% 103
2023
Q3 		$344K Sell
12,708
-2,980
-19% -$82.1K 0.23% 102
2023
Q2 		$436K Sell
15,688
-7,849
-33% -$216K 0.28% 89
2023
Q1 		$660K Buy
23,537
+1,355
+6% +$37.4K 0.47% 63
2022
Q4 		$599K Sell
22,182
-2,005
-8% -$53.8K 0.44% 64
2022
Q3 		$634K Buy
24,187
+1,903
+9% +$52.6K 0.51% 57
2022
Q2 		$602K Sell
22,284
-815
-4% -$23.2K 0.47% 62
2022
Q1 		$702K Sell
23,099
-132
-0.6% -$4.1K 0.46% 58
2021
Q4 		$766K Buy
23,231
+3,555
+18% +$117K 0.49% 51
2021
Q3 		$650K Buy
19,676
+1,544
+9% +$51.1K 0.45% 58
2021
Q2 		$597K Buy
18,132
+6,206
+52% +$200K 0.42% 65
2021
Q1 		$381K Buy
11,926
+1,928
+19% +$61.8K 0.3% 87
2020
Q4 		$321K Buy
+9,998
New +$309K 0.31% 86

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

IVC Wealth Advisors's ANGL Position: Q3 2025 in Review

IVC Wealth Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2025, closing a stake of 7,300 shares — an estimated $214K sold.

IVC Wealth Advisors first reported a position in ANGL in Q4 2020 and held it in 19 quarters. The position peaked at $766K in Q4 2021. 322 funds tracked by Wall St. Rank hold ANGL as of Q3 2025.

  • IVC Wealth Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,300 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2025, an estimated $214K.
  • IVC Wealth Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 19 quarters.
  • IVC Wealth Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $766K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.