IAA
CLOB

Independence Asset Advisors’s VanEck AA-BB CLO ETF CLOB Stock Holding History

Independence Asset Advisors’s Portfolio CLOB Stock Details CLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.9M Buy
929,307
+17,534
+2% +$882K 12.23% 4
2026
Q1 		$45.6M Buy
911,773
+16,237
+2% +$819K 16.48% 3
2025
Q4 		$45.4M Buy
895,536
+13,508
+2% +$687K 25.01% 2
2025
Q3 		$45M Buy
882,028
+492,971
+127% +$25M 19.08% 3
2025
Q2 		$19.8M Buy
389,057
+381,557
+5,087% +$19.1M 12.3% 3
2025
Q1 		$380K Buy
+7,500
New +$381K 1.23% 11

Other funds holding CLOB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Independence Asset Advisors's CLOB Position: Q2 2026 in Review

Independence Asset Advisors increased its VanEck AA-BB CLO ETF (CLOB) stake by 1.9% in Q2 2026, buying an estimated $882K and bringing the position to 929,307 shares worth $46.9M. The position accounts for 12.23% of the portfolio, ranked #4.

Independence Asset Advisors first reported a position in CLOB in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold CLOB as of Q2 2026.

  • Independence Asset Advisors held 929,307 shares of VanEck AA-BB CLO ETF worth $46.9M as of Q2 2026.
  • Independence Asset Advisors bought 17,534 VanEck AA-BB CLO ETF shares in Q2 2026, an estimated $882K.
  • VanEck AA-BB CLO ETF made up 12.23% of Independence Asset Advisors's portfolio in Q2 2026, its #4 holding.
  • Independence Asset Advisors first reported a position in VanEck AA-BB CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • 4 funds tracked by Wall St. Rank held VanEck AA-BB CLO ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.