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Zimmermann Investment Management & Planning’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-52,751
Closed -$1.55M – 11
2024
Q3 		$1.55M Sell
52,751
-158,748
-75% -$4.59M 0.48% 50
2024
Q2 		$5.99M Buy
211,499
+33,472
+19% +$955K 2% 15
2024
Q1 		$5.17M Buy
178,027
+48,211
+37% +$1.39M 1.86% 17
2023
Q4 		$3.74M Buy
129,816
+15,556
+14% +$429K 1.53% 24
2023
Q3 		$3.09M Buy
114,260
+10,226
+10% +$282K 1.48% 26
2023
Q2 		$2.89M Buy
104,034
+18,294
+21% +$504K 1.34% 27
2023
Q1 		$2.4M Buy
+85,740
New +$2.37M 1.25% 27
2022
Q4 		– Sell
-20,880
Closed -$548K – 92
2022
Q3 		$548K Sell
20,880
-119,379
-85% -$3.3M 0.34% 51
2022
Q2 		$3.79M Sell
140,259
-41,141
-23% -$1.17M 2.6% 10
2022
Q1 		$5.51M Buy
181,400
+2,116
+1% +$65.8K 3.27% 8
2021
Q4 		$5.91M Buy
+179,284
New +$5.9M 3.32% 7

Other funds holding ANGL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zimmermann Investment Management & Planning's ANGL Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2024, closing a stake of 52,751 shares — an estimated $1.55M sold.

Zimmermann Investment Management & Planning first reported a position in ANGL in Q4 2021 and held it in 11 quarters. The position peaked at $5.99M in Q2 2024. 345 funds tracked by Wall St. Rank hold ANGL as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 52,751 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2024, an estimated $1.55M.
  • Zimmermann Investment Management & Planning first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2021 and held it in 11 quarters.
  • Zimmermann Investment Management & Planning's VanEck Fallen Angel High Yield Bond ETF position peaked at $5.99M in Q2 2024.
  • 345 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.