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

Stockman 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
2023 Q2	–	Sell	-22,000	Closed	-$616K	–	197
2023 Q1	$616K	Hold	22,000	–	–	0.14%	92
2022 Q4	$594K	Sell	22,000 -2,000	-8%	-$53.7K	0.14%	102
2022 Q3	$630K	Hold	24,000	–	–	0.17%	81
2022 Q2	$648K	Sell	24,000 -5,000	-17%	-$142K	0.17%	79
2022 Q1	$882K	Sell	29,000 -1,000	-3%	-$31.1K	0.18%	74
2021 Q4	$989K	Hold	30,000	–	–	0.2%	73
2021 Q3	$992K	Buy	30,000 +6,500	+28%	+$215K	0.22%	72
2021 Q2	$773K	Buy	23,500 +5,500	+31%	+$177K	0.18%	79
2021 Q1	$575K	Buy	+18,000	New	+$577K	0.16%	93

Other funds holding ANGL

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

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

Stockman Wealth Management's ANGL Position: Q2 2023 in Review

Stockman Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q2 2023, closing a stake of 22,000 shares — an estimated $616K sold.

Stockman Wealth Management first reported a position in ANGL in Q1 2021 and held it in 9 quarters. The position peaked at $992K in Q3 2021. 312 funds tracked by Wall St. Rank hold ANGL as of Q2 2023.

Stockman Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
Stockman Wealth Management sold 22,000 VanEck Fallen Angel High Yield Bond ETF shares in Q2 2023, an estimated $616K.
Stockman Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 9 quarters.
Stockman Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $992K in Q3 2021.
312 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q2 2023.

Based on Stockman Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.