MW
MBL Wealth’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
469,620
+1,358
| +0.3% | +$28.2K | 0.93% | 20 |
|
|
2025
Q1 | $9.72M | Buy |
468,262
+15,142
| +3% | +$314K | 0.98% | 21 |
|
|
2024
Q4 | $9.33M | Buy |
453,120
+13,767
| +3% | +$283K | 0.94% | 21 |
|
|
2024
Q3 | $9.31M | Buy |
439,353
+1,626
| +0.4% | +$34.5K | 1% | 21 |
|
|
2024
Q2 | $9.02M | Buy |
437,727
+29,314
| +7% | +$604K | 1.01% | 22 |
|
|
2024
Q1 | $8.39M | Buy |
408,413
+174,647
| +75% | +$3.59M | 0.95% | 25 |
|
|
2023
Q4 | $4.78M | Buy |
+233,766
| New | +$4.78M | 0.6% | 34 |
|