Wealth Enhancement Advisory Services’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 | $908K | Buy |
17,535
+2,142
| +14% | +$111K | ﹤0.01% | 1803 |
|
2025
Q1 | $797K | Buy |
15,393
+7,438
| +94% | +$385K | ﹤0.01% | 1722 |
|
2024
Q4 | $412K | Hold |
7,955
| – | – | ﹤0.01% | 2113 |
|
2024
Q3 | $413K | Hold |
7,955
| – | – | ﹤0.01% | 1940 |
|
2024
Q2 | $413K | Buy |
7,955
+775
| +11% | +$40.3K | ﹤0.01% | 1755 |
|
2024
Q1 | $371K | Buy |
7,180
+1,000
| +16% | +$51.7K | ﹤0.01% | 1770 |
|
2023
Q4 | $317K | Buy |
+6,180
| New | +$317K | ﹤0.01% | 1775 |
|