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

KWB 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
2022 Q4	–	Sell	-7,934	Closed	-$208K	–	113
2022 Q3	$208K	Buy	7,934 +351	+5%	+$9.71K	0.04%	101
2022 Q2	$205K	Buy	7,583 +1,356	+22%	+$38.6K	0.04%	100
2022 Q1	$205K	Hold	6,227	–	–	0.03%	86
2021 Q4	$205K	Sell	6,227 -328	-5%	-$10.8K	0.03%	86
2021 Q3	$217K	Buy	+6,555	New	+$217K	0.04%	82
2021 Q1	–	Sell	-6,307	Closed	-$202K	–	86
2020 Q4	$202K	Buy	+6,307	New	+$195K	0.04%	76

Other funds holding ANGL

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

KWB Wealth's ANGL Position: Q4 2022 in Review

KWB Wealth sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 7,934 shares — an estimated $208K sold.

KWB Wealth first reported a position in ANGL in Q4 2020 and held it in 6 quarters. The position peaked at $217K in Q3 2021. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

KWB Wealth reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
KWB Wealth sold 7,934 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $208K.
KWB Wealth first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 6 quarters.
KWB Wealth's VanEck Fallen Angel High Yield Bond ETF position peaked at $217K in Q3 2021.
317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on KWB Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.