STAR Financial Bank’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

STAR Financial Bank’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 Q1	$11.1M	Buy	213,408 +28,592	+15%	+$1.48M	5.22%	7
2025 Q4	$9.56M	Buy	184,816 +38,467	+26%	+$1.99M	4.89%	5
2025 Q3	$7.61M	Buy	146,349 +83,878	+134%	+$4.35M	4.5%	5
2025 Q2	$3.24M	Buy	62,471 +40,769	+188%	+$2.11M	2.06%	12
2025 Q1	$1.12M	Buy	21,702 +13,155	+154%	+$682K	0.82%	33
2024 Q4	$442K	Buy	8,547 +1,178	+16%	+$61K	0.32%	62
2024 Q3	$383K	Buy	+7,369	New	+$382K	0.26%	79

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

STAR Financial Bank's CLOA Position: Q1 2026 in Review

STAR Financial Bank increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 15% in Q1 2026, buying an estimated $1.48M and bringing the position to 213,408 shares worth $11.1M. The position accounts for 5.22% of the portfolio, ranked #7.

STAR Financial Bank first reported a position in CLOA in Q3 2024 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

STAR Financial Bank held 213,408 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $11.1M as of Q1 2026.
STAR Financial Bank bought 28,592 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $1.48M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 5.22% of STAR Financial Bank's portfolio in Q1 2026, its #7 holding.
STAR Financial Bank first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2024 and has held it in 7 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.