Corient Private Wealth
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Corient Private Wealth’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Corient Private Wealth’s Portfolio CLOA Stock Details CLOA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$500K Buy
2025
Q1 		$259K Hold
2024
Q4 		$259K Hold
2024
Q3 		$260K Hold
2024
Q2 		$260K Hold
2024
Q1 		$259K Buy