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SWM Advisors’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

SWM Advisors’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
Q3 		– Sell
-12,619
Closed -$341K – 25
2022
Q2 		$341K Sell
12,619
-2,481
-16% -$70.6K 0.31% 16
2022
Q1 		$459K Sell
15,100
-6,520
-30% -$203K 0.36% 16
2021
Q4 		$675K Buy
+21,620
New +$711K 0.59% 11

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

SWM Advisors's ANGL Position: Q3 2022 in Review

SWM Advisors sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q3 2022, closing a stake of 12,619 shares — an estimated $341K sold.

SWM Advisors first reported a position in ANGL in Q4 2021 and held it in 3 quarters. The position peaked at $675K in Q4 2021. 278 funds tracked by Wall St. Rank hold ANGL as of Q3 2022.

  • SWM Advisors reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SWM Advisors sold 12,619 VanEck Fallen Angel High Yield Bond ETF shares in Q3 2022, an estimated $341K.
  • SWM Advisors first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 3 quarters.
  • SWM Advisors's VanEck Fallen Angel High Yield Bond ETF position peaked at $675K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.