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

Minot 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
2022 Q2	$648K	Sell	24,000 -16,087	-40%	-$458K	0.17%	100
2022 Q1	$1.22M	Sell	40,087 -21,900	-35%	-$681K	0.26%	72
2021 Q4	$2.04M	Buy	61,987 +17	+0%	+$559	0.39%	61
2021 Q3	$2.05M	Sell	61,970 -4,100	-6%	-$136K	0.44%	58
2021 Q2	$2.18M	Sell	66,070 -1,275	-2%	-$41.1K	0.48%	58
2021 Q1	$2.15M	Buy	67,345 +31,070	+86%	+$996K	0.55%	58
2020 Q4	$1.16M	Buy	36,275 +21,980	+154%	+$680K	0.35%	72
2020 Q3	$425K	Sell	14,295 -1,500	-9%	-$45K	0.16%	97
2020 Q2	$453K	Hold	15,795	–	–	0.23%	86
2020 Q1	$400K	Sell	15,795 -22,595	-59%	-$646K	0.29%	78
2019 Q4	$1.16M	Buy	+38,390	New	+$1.13M	0.53%	60

Other funds holding ANGL

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Minot Wealth Management's ANGL Position: Q2 2022 in Review

Minot Wealth Management reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 40% in Q2 2022, selling an estimated $458K and leaving 24,000 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #100.

Minot Wealth Management first reported a position in ANGL in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.18M in Q2 2021. 307 funds tracked by Wall St. Rank hold ANGL as of Q2 2022.

Minot Wealth Management held 24,000 shares of VanEck Fallen Angel High Yield Bond ETF worth $648K as of Q2 2022.
Minot Wealth Management sold 16,087 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2022, an estimated $458K.
VanEck Fallen Angel High Yield Bond ETF made up 0.17% of Minot Wealth Management's portfolio in Q2 2022, its #100 holding.
Minot Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.18M in Q2 2021.
307 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.