Legacy Financial Group (Iowa)’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-3,771	Closed	-$102K	–	51
2023 Q3	$102K	Buy	+3,771	New	+$104K	0.02%	128
2022 Q4	–	Sell	-11,971	Closed	-$314K	–	46
2022 Q3	$314K	Sell	11,971 -25,513	-68%	-$705K	0.1%	34
2022 Q2	$1.01M	Sell	37,484 -6,543	-15%	-$186K	0.32%	30
2022 Q1	$1.34M	Buy	44,027 +27,326	+164%	+$850K	0.39%	29
2021 Q4	$542K	Sell	16,701 -20,327	-55%	-$669K	0.23%	26
2021 Q3	$1.22M	Buy	37,028 +6,282	+20%	+$208K	0.37%	38
2021 Q2	$1.01M	Buy	30,746 +6,627	+27%	+$214K	0.31%	43
2021 Q1	$770K	Buy	24,119 +5,571	+30%	+$179K	0.27%	41
2020 Q4	$595K	Buy	+18,548	New	+$573K	0.23%	45

Other funds holding ANGL

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ANGL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2023, closing a stake of 3,771 shares — an estimated $102K sold.

Legacy Financial Group (Iowa) first reported a position in ANGL in Q4 2020 and held it in 9 quarters. The position peaked at $1.34M in Q1 2022. 340 funds tracked by Wall St. Rank hold ANGL as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 3,771 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2023, an estimated $102K.
Legacy Financial Group (Iowa) first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2020 and held it in 9 quarters.
Legacy Financial Group (Iowa)'s VanEck Fallen Angel High Yield Bond ETF position peaked at $1.34M in Q1 2022.
340 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.