Lionsbridge Wealth Management
CLOB icon

Lionsbridge Wealth Management’s VanEck AA-BB CLO ETF CLOB Stock Holding History

Lionsbridge Wealth Management’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
Q3 		$311K Buy
6,168
+1,204
+24% +$60.6K 0.35% 58
2026
Q2 		$251K Sell
4,964
-168
-3% -$8.46K 0.25% 65
2026
Q1 		$257K Buy
+5,132
New +$259K 0.26% 56

Other funds holding CLOB

Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $274M AUM 1.34% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Boyd Watterson Asset Management
Boyd Watterson Asset Management Cleveland, Ohio $379M AUM 29.33% 1-Year Est. Return

Lionsbridge Wealth Management's CLOB Position: Q3 2026 in Review

Lionsbridge Wealth Management increased its VanEck AA-BB CLO ETF (CLOB) stake by 24% in Q3 2026, buying an estimated $60.6K and bringing the position to 6,168 shares worth $311K. The position accounts for 0.35% of the portfolio, ranked #58.

Lionsbridge Wealth Management first reported a position in CLOB in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold CLOB as of Q3 2026.

  • Lionsbridge Wealth Management held 6,168 shares of VanEck AA-BB CLO ETF worth $311K as of Q3 2026.
  • Lionsbridge Wealth Management bought 1,204 VanEck AA-BB CLO ETF shares in Q3 2026, an estimated $60.6K.
  • VanEck AA-BB CLO ETF made up 0.35% of Lionsbridge Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Lionsbridge Wealth Management first reported a position in VanEck AA-BB CLO ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held VanEck AA-BB CLO ETF as of Q3 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.