Heritage Family Offices’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Heritage Family Offices’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$962K	Buy
2025 Q2	$838K	Buy
2025 Q1	$836K	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$916K	Sell
2024 Q2	$926K	Buy