SEC 13F Intelligence

Angel Oak Capital Advisors, LLC / USHY

Angel Oak Capital Advisors, LLC’s Ishares Tr Position

Does Angel Oak Capital Advisors, LLC own Ishares Tr (USHY)? Yes — 158.9K shares worth $6M (+6.51% of its 13F portfolio) as of Q1 2026, down from 361.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
158.9K
% of Portfolio
+6.51%
Quarters Held
6
currently held

Position History USHY

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $70MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026158.9K$6M+6.51%
Q4 2025361.9K$14M+19.67%
Q3 20251.86M$70M+55.06%
Q2 202548.5K$2M+2.57%
Q1 202554.4K$2M+2.67%
Q4 202454.4K$2M+2.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Angel Oak Capital Advisors, LLC’s full portfolio or all institutional holders of USHY.