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New Potomac Partners’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

New Potomac Partners’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
Q3 		$2.55M Buy
86,760
+115
+0.1% +$3.32K 1.31% 32
2024
Q2 		$2.45M Buy
86,645
+1,750
+2% +$49.9K 1.34% 30
2024
Q1 		$2.46M Buy
84,895
+775
+0.9% +$22.3K 1.37% 30
2023
Q4 		$2.42M Sell
84,120
-633
-0.7% -$17.5K 1.44% 30
2023
Q3 		$2.29M Hold
84,753
– – 1.58% 26
2023
Q2 		$2.35M Sell
84,753
-400
-0.5% -$11K 1.55% 25
2023
Q1 		$2.39M Sell
85,153
-1,295
-1% -$35.7K 1.65% 26
2022
Q4 		$2.34M Sell
86,448
-3,040
-3% -$81.6K 1.73% 24
2022
Q3 		$2.35M Sell
89,488
-870
-1% -$24.1K 1.98% 18
2022
Q2 		$2.44M Buy
90,358
+635
+0.7% +$18.1K 1.96% 18
2022
Q1 		$2.73M Buy
89,723
+1,373
+2% +$42.7K 1.92% 21
2021
Q4 		$2.91M Buy
88,350
+1,335
+2% +$43.9K 1.89% 25
2021
Q3 		$2.88M Buy
87,015
+6,140
+8% +$203K 1.98% 22
2021
Q2 		$2.66M Buy
80,875
+900
+1% +$29K 1.81% 22
2021
Q1 		$2.55M Sell
79,975
-50
-0.1% -$1.6K 1.88% 22
2020
Q4 		$2.57M Sell
80,025
-1,700
-2% -$52.6K 1.86% 20
2020
Q3 		$2.43M Buy
81,725
+1,030
+1% +$30.9K 1.94% 19
2020
Q2 		$2.32M Buy
+80,695
New +$2.22M 2.07% 19

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New Potomac Partners's ANGL Position: Q3 2024 in Review

New Potomac Partners increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.13% in Q3 2024, buying an estimated $3.32K and bringing the position to 86,760 shares worth $2.55M. The position accounts for 1.31% of the portfolio, ranked #32.

New Potomac Partners first reported a position in ANGL in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.91M in Q4 2021. 345 funds tracked by Wall St. Rank hold ANGL as of Q3 2024.

  • New Potomac Partners held 86,760 shares of VanEck Fallen Angel High Yield Bond ETF worth $2.55M as of Q3 2024.
  • New Potomac Partners bought 115 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2024, an estimated $3.32K.
  • VanEck Fallen Angel High Yield Bond ETF made up 1.31% of New Potomac Partners's portfolio in Q3 2024, its #32 holding.
  • New Potomac Partners first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • New Potomac Partners's VanEck Fallen Angel High Yield Bond ETF position peaked at $2.91M in Q4 2021.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.