Sandy Spring Bank’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Sandy Spring Bank’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
2025 Q1	$8.79K	Buy	305 +3	+1%	+$87	﹤0.01%	866
2024 Q4	$8.65K	Buy	302 +7	+2%	+$203	﹤0.01%	882
2024 Q3	$8.69K	Buy	295 +4	+1%	+$116	﹤0.01%	879
2024 Q2	$8.23K	Buy	291 +5	+2%	+$143	﹤0.01%	901
2024 Q1	$8.31K	Buy	286 +4	+1%	+$115	﹤0.01%	877
2023 Q4	$8.12K	Buy	282 +4	+1%	+$110	﹤0.01%	853
2023 Q3	$7.52K	Buy	278 +4	+1%	+$110	﹤0.01%	866
2023 Q2	$7.61K	Buy	274 +4	+1%	+$110	﹤0.01%	892
2023 Q1	$7.58K	Buy	270 +3	+1%	+$83	﹤0.01%	868
2022 Q4	$7.22K	Buy	267 +3	+1%	+$81	﹤0.01%	867
2022 Q3	$7K	Buy	264 +3	+1%	+$83	﹤0.01%	859
2022 Q2	$7K	Buy	261 +3	+1%	+$85	﹤0.01%	887
2022 Q1	$8K	Sell	258 -80	-24%	-$2.49K	﹤0.01%	890
2021 Q4	$11K	Buy	338 +85	+34%	+$2.8K	﹤0.01%	878
2021 Q3	$8K	Buy	253 +2	+0.8%	+$66	﹤0.01%	905
2021 Q2	$8K	Buy	251 +1	+0.4%	+$32	﹤0.01%	919
2021 Q1	$8K	Buy	+250	New	+$8.02K	﹤0.01%	815

Other funds holding ANGL

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

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 New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sandy Spring Bank's ANGL Position: Q1 2025 in Review

Sandy Spring Bank increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 0.99% in Q1 2025, buying an estimated $87 and bringing the position to 305 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Sandy Spring Bank first reported a position in ANGL in Q1 2021 and has held it in 17 quarters since. The position peaked at $11K in Q4 2021. 345 funds tracked by Wall St. Rank hold ANGL as of Q1 2025.

Sandy Spring Bank held 305 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.79K as of Q1 2025.
Sandy Spring Bank bought 3 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2025, an estimated $87.
VanEck Fallen Angel High Yield Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #866 holding.
Sandy Spring Bank first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and has held it in 17 quarters since.
Sandy Spring Bank's VanEck Fallen Angel High Yield Bond ETF position peaked at $11K in Q4 2021.
345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.