Mechanics Bank - Trust Department’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Mechanics Bank - Trust Department’s Portfolio UYLD Stock Details UYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Buy	51,359 +4,591	+10%	+$235K	0.32%	78
2026 Q1	$2.39M	Buy	46,768 +1,465	+3%	+$75K	0.33%	76
2025 Q4	$2.32M	Sell	45,303 -2,500	-5%	-$128K	0.3%	80
2025 Q3	$2.44M	Sell	47,803 -1,500	-3%	-$76.8K	0.34%	76
2025 Q2	$2.52M	Sell	49,303 -10,775	-18%	-$551K	0.36%	73
2025 Q1	$3.07M	Buy	60,078 +648	+1%	+$33.2K	0.42%	68
2024 Q4	$3.03M	Sell	59,430 -720	-1%	-$36.9K	0.4%	65
2024 Q3	$3.08M	Buy	60,150 +3,050	+5%	+$156K	0.41%	63
2024 Q2	$2.91M	Sell	57,100 -2,850	-5%	-$145K	0.42%	64
2024 Q1	$3.05M	Buy	59,950 +42,500	+244%	+$2.16M	0.45%	60
2023 Q4	$883K	Buy	+17,450	New	+$883K	0.14%	115

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mechanics Bank - Trust Department's UYLD Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its Angel Oak UltraShort Income ETF (UYLD) stake by 9.8% in Q2 2026, buying an estimated $235K and bringing the position to 51,359 shares worth $2.62M. The position accounts for 0.32% of the portfolio, ranked #78.

Mechanics Bank - Trust Department first reported a position in UYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08M in Q3 2024. 65 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Mechanics Bank - Trust Department held 51,359 shares of Angel Oak UltraShort Income ETF worth $2.62M as of Q2 2026.
Mechanics Bank - Trust Department bought 4,591 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $235K.
Angel Oak UltraShort Income ETF made up 0.32% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #78 holding.
Mechanics Bank - Trust Department first reported a position in Angel Oak UltraShort Income ETF in Q4 2023 and has held it in 11 quarters since.
Mechanics Bank - Trust Department's Angel Oak UltraShort Income ETF position peaked at $3.08M in Q3 2024.
65 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.