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Cascade Wealth Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Cascade Wealth Advisors’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.23M Buy
139,689
+35,779
+34% +$1.85M 4.09% 10
2025
Q1 		$5.34M Buy
+103,910
New +$5.34M 3.69% 9