SWM
SigFig Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+4,617
| New | +$240K | 0.01% | 126 |
|
|
2025
Q1 | – | Sell |
-6,308
| Closed | -$326K | – | 128 |
|
|
2024
Q4 | $326K | Sell |
6,308
-367
| -5% | -$19K | 0.01% | 115 |
|
|
2024
Q3 | $347K | Buy |
6,675
+2,104
| +46% | +$109K | 0.01% | 107 |
|
|
2024
Q2 | $237K | Buy |
+4,571
| New | +$237K | 0.01% | 118 |
|