Realta Investment Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Realta Investment Advisors’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	-306	Closed	-$8.27K	–	434
2022 Q4	$8.27K	Buy	306 +4	+1%	+$107	﹤0.01%	734
2022 Q3	$8K	Buy	+302	New	+$8.35K	﹤0.01%	712
2020 Q1	–	Sell	-825	Closed	-$24K	–	344
2019 Q4	$24K	Buy	+825	New	+$24.2K	0.01%	858

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

Realta Investment Advisors's ANGL Position: Q1 2023 in Review

Realta Investment Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q1 2023, closing a stake of 306 shares — an estimated $8.27K sold.

Realta Investment Advisors first reported a position in ANGL in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2023.

Realta Investment Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 306 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2023, an estimated $8.27K.
Realta Investment Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
Realta Investment Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $24K in Q4 2019.
314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.