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

Schwallier 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
2025
Q2 		– Sell
-7,425
Closed -$214K – 52
2025
Q1 		$214K Buy
+7,425
New +$215K 0.16% 52

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Schwallier Wealth Management's ANGL Position: Q2 2025 in Review

Schwallier Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2025, closing a stake of 7,425 shares — an estimated $214K sold.

Schwallier Wealth Management first reported a position in ANGL in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 330 funds tracked by Wall St. Rank hold ANGL as of Q2 2025.

  • Schwallier Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 7,425 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2025, an estimated $214K.
  • Schwallier Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $214K in Q1 2025.
  • 330 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.