LGT Financial Advisors’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	$79.4K	Buy	1,529 +764	+100%	+$39.7K	0.2%	86
2025 Q1	$39.6K	Sell	765 -1,167	-60%	-$60.4K	0.12%	117
2024 Q4	$100K	Sell	1,932 -1,179	-38%	-$61K	0.22%	87
2024 Q3	$162K	Buy	3,111 +916	+42%	+$47.6K	0.4%	49
2024 Q2	$114K	Buy	+2,195	New	+$114K	0.24%	72