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Shepherd Kaplan Krochuk’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Shepherd Kaplan Krochuk’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
2026
Q1 		$8.15M Sell
283,797
-14,473
-5% -$424K 6.85% 2
2025
Q4 		$8.76M Sell
298,270
-25,206
-8% -$742K 7.23% 2
2025
Q3 		$9.62M Buy
323,476
+24,860
+8% +$728K 7.89% 1
2025
Q2 		$8.74M Sell
298,616
-10,289
-3% -$293K 7.6% 1
2025
Q1 		$8.91M Buy
308,905
+13,068
+4% +$378K 7.63% 1
2024
Q4 		$8.48M Buy
295,837
+2,362
+0.8% +$68.5K 7.09% 2
2024
Q3 		$8.63M Buy
293,475
+49,940
+21% +$1.44M 6.51% 2
2024
Q2 		$6.89M Sell
243,535
-5,652
-2% -$161K 5.44% 4
2024
Q1 		$7.23M Sell
249,187
-13,164
-5% -$380K 5.77% 3
2023
Q4 		$7.55M Sell
262,351
-25,241
-9% -$696K 6.14% 2
2023
Q3 		$7.78M Buy
287,592
+7,525
+3% +$207K 6.76% 2
2023
Q2 		$7.78M Sell
280,067
-4,878
-2% -$134K 6.15% 3
2023
Q1 		$7.98M Sell
284,945
-3,796
-1% -$105K 7.04% 2
2022
Q4 		$7.8M Sell
288,741
-17,960
-6% -$482K 4.63% 3
2022
Q3 		$8.04M Sell
306,701
-21,070
-6% -$583K 4.03% 3
2022
Q2 		$8.86M Buy
327,771
+2,453
+0.8% +$69.8K 3.87% 4
2022
Q1 		$9.89M Sell
325,318
-64,363
-17% -$2M 3.74% 5
2021
Q4 		$12.8M Buy
389,681
+9,562
+3% +$315K 4.63% 3
2021
Q3 		$12.6M Sell
380,119
-15,381
-4% -$509K 4.61% 3
2021
Q2 		$13M Buy
395,500
+13,464
+4% +$434K 4.64% 4
2021
Q1 		$12.2M Buy
382,036
+88,666
+30% +$2.84M 4.71% 4
2020
Q4 		$9.42M Sell
293,370
-5,896
-2% -$182K 3.48% 6
2020
Q3 		$8.9M Buy
299,266
+55,215
+23% +$1.66M 3.7% 4
2020
Q2 		$7M Buy
+244,051
New +$6.71M 3.13% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Shepherd Kaplan Krochuk's ANGL Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 4.9% in Q1 2026, selling an estimated $424K and leaving 283,797 shares worth $8.15M. The position accounts for 6.85% of the portfolio, ranked #2.

Shepherd Kaplan Krochuk first reported a position in ANGL in Q2 2020 and has held it in 24 quarters since. The position peaked at $13M in Q2 2021. 314 funds tracked by Wall St. Rank hold ANGL as of Q1 2026.

  • Shepherd Kaplan Krochuk held 283,797 shares of VanEck Fallen Angel High Yield Bond ETF worth $8.15M as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 14,473 VanEck Fallen Angel High Yield Bond ETF shares in Q1 2026, an estimated $424K.
  • VanEck Fallen Angel High Yield Bond ETF made up 6.85% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #2 holding.
  • Shepherd Kaplan Krochuk first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Shepherd Kaplan Krochuk's VanEck Fallen Angel High Yield Bond ETF position peaked at $13M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.