Cornerstone Planning Group’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	–	Sell	-110	Closed	-$5.67K	–	1558
2025 Q1	$5.67K	Buy	+110	New	+$5.67K	﹤0.01%	701
2024 Q3	–	Sell	-90	Closed	-$4.65K	–	1312
2024 Q2	$4.65K	Buy	+90	New	+$4.65K	﹤0.01%	598