TIM
Tortoise Investment Management’s Angel Oak Income ETF CARY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
599,336
+9,685
| +2% | +$201K | 1.19% | 23 |
|
|
2025
Q1 | $12.2M | Buy |
589,651
+19,347
| +3% | +$402K | 1.27% | 25 |
|
|
2024
Q4 | $11.7M | Buy |
570,304
+12,576
| +2% | +$259K | 1.24% | 23 |
|
|
2024
Q3 | $11.8M | Buy |
557,728
+33,248
| +6% | +$705K | 1.23% | 26 |
|
|
2024
Q2 | $10.8M | Buy |
524,480
+116,887
| +29% | +$2.41M | 1.23% | 20 |
|
|
2024
Q1 | $8.37M | Buy |
+407,593
| New | +$8.37M | 1.02% | 28 |
|