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

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SigFig Wealth Management's CLOA Position: Q2 2026 in Review

SigFig Wealth Management reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 15% in Q2 2026, selling an estimated $75.8K and leaving 8,376 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #123.

SigFig Wealth Management first reported a position in CLOA in Q2 2024 and has held it in 8 quarters since. The position peaked at $510K in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

SigFig Wealth Management held 8,376 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $435K as of Q2 2026.
SigFig Wealth Management sold 1,462 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $75.8K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of SigFig Wealth Management's portfolio in Q2 2026, its #123 holding.
SigFig Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 8 quarters since.
SigFig Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $510K in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.