Congress Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Buy	8,062 +2,621	+48%	+$136K	﹤0.01%	976
2025 Q1	$282K	Buy	+5,441	New	+$282K	﹤0.01%	950