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MassMutual Private Wealth & Trust’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-38
Closed -$1.09K – 2044
2023
Q4 		$1.09K Buy
+38
New +$1.05K ﹤0.01% 1668
2023
Q2 		– Sell
-16,745
Closed -$461K – 1904
2023
Q1 		$469K Sell
16,745
-293,441
-95% -$8.1M 0.02% 275
2022
Q4 		$8.38M Sell
310,186
-33,176
-10% -$891K 0.34% 77
2022
Q3 		$9.01M Buy
343,362
+67,210
+24% +$1.86M 0.41% 69
2022
Q2 		$7.46M Buy
276,152
+7,818
+3% +$223K 0.32% 82
2022
Q1 		$8.16M Buy
268,334
+10,326
+4% +$321K 0.31% 87
2021
Q4 		$8.51M Buy
258,008
+7,144
+3% +$235K 0.32% 85
2021
Q3 		$8.29M Sell
250,864
-1,174
-0.5% -$38.8K 0.34% 82
2021
Q2 		$8.29M Buy
252,038
+1,524
+0.6% +$49.1K 0.35% 82
2021
Q1 		$8M Buy
250,514
+10,857
+5% +$348K 0.38% 75
2020
Q4 		$7.69M Buy
239,657
+3,046
+1% +$94.2K 0.39% 62
2020
Q3 		$7.04M Buy
236,611
+181,516
+329% +$5.44M 0.41% 64
2020
Q2 		$1.58M Buy
55,095
+31,875
+137% +$877K 0.1% 166
2020
Q1 		$587K Buy
23,220
+615
+3% +$17.6K 0.05% 213
2019
Q4 		$675K Buy
22,605
+1,945
+9% +$57.1K 0.04% 233
2019
Q3 		$606K Buy
20,660
+3,800
+23% +$111K 0.04% 239
2019
Q2 		$494K Buy
+16,860
New +$487K 0.03% 258

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MassMutual Private Wealth & Trust's ANGL Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2024, closing a stake of 38 shares — an estimated $1.09K sold.

MassMutual Private Wealth & Trust first reported a position in ANGL in Q2 2019 and held it in 17 quarters. The position peaked at $9.01M in Q3 2022. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 38 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2024, an estimated $1.09K.
  • MassMutual Private Wealth & Trust first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2019 and held it in 17 quarters.
  • MassMutual Private Wealth & Trust's VanEck Fallen Angel High Yield Bond ETF position peaked at $9.01M in Q3 2022.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.