LifeGoal Wealth Advisors’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$780K	Sell	16,178 -42,858	-73%	-$2.07M	0.74%	33
2025 Q1	$2.85M	Buy	59,036 +3,408	+6%	+$164K	3.07%	9
2024 Q4	$2.73M	Buy	+55,628	New	+$2.73M	2.97%	9