SigFig Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

SigFig Wealth Management’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Sell	8,376 -1,462	-15%	-$75.8K	0.01%	123
2026 Q1	$510K	Buy	9,838 +2,190	+29%	+$114K	0.01%	113
2025 Q4	$396K	Buy	7,648 +2,691	+54%	+$139K	0.01%	121
2025 Q3	$258K	Buy	4,957 +340	+7%	+$17.6K	0.01%	127
2025 Q2	$240K	Buy	+4,617	New	+$239K	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

Other funds holding CLOA

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return