TAP Consulting’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

TAP Consulting’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
2024 Q4	$1.53M	Buy	53,368 +5,041	+10%	+$146K	0.31%	84
2024 Q3	$1.42M	Buy	48,327 +4,748	+11%	+$137K	0.28%	87
2024 Q2	$1.23M	Buy	43,579 +6,609	+18%	+$188K	0.26%	100
2024 Q1	$1.07M	Buy	+36,970	New	+$1.07M	0.24%	99
2022 Q2	–	Sell	-505,705	Closed	-$15.4M	–	119
2022 Q1	$15.4M	Buy	505,705 +128,653	+34%	+$4M	4.03%	4
2021 Q4	$12.4M	Buy	377,052 +35,200	+10%	+$1.16M	2.84%	6
2021 Q3	$11.3M	Buy	341,852 +17,223	+5%	+$570K	3.03%	5
2021 Q2	$10.7M	Buy	+324,629	New	+$10.5M	3%	4

Other funds holding ANGL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAP Consulting's ANGL Position: Q4 2024 in Review

TAP Consulting increased its VanEck Fallen Angel High Yield Bond ETF (ANGL) stake by 10% in Q4 2024, buying an estimated $146K and bringing the position to 53,368 shares worth $1.53M. The position accounts for 0.31% of the portfolio, ranked #84.

TAP Consulting first reported a position in ANGL in Q2 2021 and has held it in 8 quarters since. The position peaked at $15.4M in Q1 2022. 346 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

TAP Consulting held 53,368 shares of VanEck Fallen Angel High Yield Bond ETF worth $1.53M as of Q4 2024.
TAP Consulting bought 5,041 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $146K.
VanEck Fallen Angel High Yield Bond ETF made up 0.31% of TAP Consulting's portfolio in Q4 2024, its #84 holding.
TAP Consulting first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q2 2021 and has held it in 8 quarters since.
TAP Consulting's VanEck Fallen Angel High Yield Bond ETF position peaked at $15.4M in Q1 2022.
346 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.