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

Jones Financial Companies’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 Q2	$13M	Buy	445,242 +50,859	+13%	+$1.48M	0.01%	822
2026 Q1	$11.2M	Buy	394,383 +21,478	+6%	+$630K	0.01%	784
2025 Q4	$11M	Buy	372,905 +117,572	+46%	+$3.46M	0.01%	428
2025 Q3	$7.57M	Buy	255,333 +39,390	+18%	+$1.15M	0.01%	471
2025 Q2	$6.29M	Buy	215,943 +13,442	+7%	+$382K	﹤0.01%	443
2025 Q1	$5.84M	Buy	202,501 +47,222	+30%	+$1.36M	0.01%	394
2024 Q4	$4.45M	Buy	155,279 +64,300	+71%	+$1.87M	﹤0.01%	378
2024 Q3	$2.68M	Buy	90,979 +60,449	+198%	+$1.75M	﹤0.01%	393
2024 Q2	$864K	Buy	30,530 +22,846	+297%	+$652K	﹤0.01%	446
2024 Q1	$223K	Buy	+7,684	New	+$222K	﹤0.01%	445
2023 Q4	–	Sell	-253	Closed	-$6.85K	–	1012
2023 Q3	$6.85K	Buy	+253	New	+$6.97K	﹤0.01%	501
2022 Q4	–	Sell	-309	Closed	-$8K	–	729
2022 Q3	$8K	Hold	309	–	–	﹤0.01%	442
2022 Q2	$8K	Hold	309	–	–	﹤0.01%	498
2022 Q1	$9K	Buy	+309	New	+$9.61K	﹤0.01%	514

Other funds holding ANGL

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

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

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

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jones Financial Companies's ANGL Position: Q2 2026 in Review

Jones Financial Companies increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 13% in Q2 2026, buying an estimated $1.48M and bringing the position to 445,242 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #822.

Jones Financial Companies first reported a position in ANGL in Q1 2022 and has held it in 14 quarters since. 334 funds tracked by Wall St. Rank hold ANGL as of Q2 2026.

Jones Financial Companies held 445,242 shares of VanEck Fallen Angel High Yield Bond ETF worth $13M as of Q2 2026.
Jones Financial Companies bought 50,859 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2026, an estimated $1.48M.
VanEck Fallen Angel High Yield Bond ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #822 holding.
Jones Financial Companies first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2022 and has held it in 14 quarters since.
334 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.