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Synergy Investment Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Synergy Investment Management’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,406
Closed -$72.8K – 158
2025
Q1 		$72.8K Sell
1,406
-2,500
-64% -$129K 0.03% 193
2024
Q4 		$202K Buy
+3,906
New +$202K 0.09% 118