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

Merriman Wealth Management’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 Q1	–	Sell	-35,020	Closed	-$946K	–	196
2022 Q4	$946K	Sell	35,020 -2,622	-7%	-$70.4K	0.05%	101
2022 Q3	$987K	Sell	37,642 -1,537	-4%	-$42.5K	0.06%	64
2022 Q2	$1.06M	Hold	39,179	–	–	0.07%	63
2022 Q1	$1.19M	Buy	39,179 +318	+0.8%	+$9.89K	0.1%	72
2021 Q4	$1.28M	Buy	+38,861	New	+$1.28M	0.09%	92

Other funds holding ANGL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Merriman Wealth Management's ANGL Position: Q1 2023 in Review

Merriman Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 35,020 shares — an estimated $946K sold.

Merriman Wealth Management first reported a position in ANGL in Q4 2021 and held it in 5 quarters. The position peaked at $1.28M in Q4 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Merriman Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Merriman Wealth Management sold 35,020 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $946K.
Merriman Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 5 quarters.
Merriman Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $1.28M in Q4 2021.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.