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Stiles Financial Services’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Stiles Financial Services’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
2022
Q4 		– Sell
-8,483
Closed -$406K – 178
2022
Q3 		$406K Buy
8,483
+459
+6% +$12.7K 0.25% 102
2022
Q2 		$217K Buy
8,024
+36
+0.5% +$1.02K 0.13% 152
2022
Q1 		$243K Sell
7,988
-71
-0.9% -$2.21K 0.12% 155
2021
Q4 		$266K Buy
+8,059
New +$265K 0.13% 148

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stiles Financial Services's ANGL Position: Q4 2022 in Review

Stiles Financial Services sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 8,483 shares — an estimated $406K sold.

Stiles Financial Services first reported a position in ANGL in Q4 2021 and held it in 4 quarters. The position peaked at $406K in Q3 2022. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

  • Stiles Financial Services reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stiles Financial Services sold 8,483 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $406K.
  • Stiles Financial Services first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 4 quarters.
  • Stiles Financial Services's VanEck Fallen Angel High Yield Bond ETF position peaked at $406K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.