BlackRock ETF Trust II iShares AAA CLO Active ETF

CLOA

Market cap $2.02B

Inspirion Wealth Advisors increased its CLOA stake by 63,417 shares. The estimated transaction value was $3.3 million, based on the quarter's average price.

Adams Wealth Management sold 51,678 shares of CLOA Quarter-end position value decreased by $2.73 million, a figure reflecting both trading and market price movements Transaction represented a 0.6% change in 13F reportable AUM Post-trade holding: 193,352 shares valued at $10.00 million As of December 31, 2025, CLOA comprised 2.1% of Adams Wealth Management's reportable AUM, placing it outside the fund's top five holdings

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I view iShares AAA CLO Active ETF as a low-risk, income-focused holding ideal for defensive investors seeking capital preservation. CLOA's portfolio of AAA-rated, floating-rate CLOs delivers a stable 5.7% yield and strong resilience during market downturns, but offers limited upside in bull markets. The fund's short-dated maturities and lack of equity exposure minimize volatility but guarantee underperformance versus equity indices over extended periods.

O'Donnell Financial bought 131,914 shares of CLOA; trade size estimated at $6.83 million based on average quarterly pricing. Quarter-end position value rose by $6.82 million, a figure reflecting both new purchases and price changes.

Bought 499,926 shares; estimated trade size $25.87 million (based on average quarterly price). Position represents 3.17% of 13F reportable AUM.

Constructing a stable income portfolio in today's volatile market favors CLO bond ETFs with strong yield and minimal drawdown. My recent portfolio revision removed underperforming or volatile funds, and adding top-performing AAA CLO ETFs and a diversified alternative. PAAA, CLOB, and UYLD are highlighted for superior total return, low drawdown, and attractive yield in their respective classes, with UYLD offering a near-treasury risk profile but higher yield.

The iShares AAA CLO Active ETF offers higher yields than money market funds with minimal credit and interest rate risk, focusing on AAA CLO tranches. CLOA provides a 5.1-5.4% yield, extremely low duration risk (0.11 years), and strong portfolio diversification across 373 positions. Management fees are competitive at 0.20%, and over 98% of assets are AAA-rated, ensuring a conservative risk profile within the CLO ETF universe.

On October 6, 2025, INSPIRION Wealth Advisors, LLC reported selling out of BlackRock ETF Trust II - iShares AAA CLO Active ETF (CLOA 0.08%), an estimated $22.62 million transaction.

On Thursday, Adams Wealth Management disclosed that it reduced its position in the iShares AAA CLO Active ETF by nearly 65,000 shares—cutting about 20% of its holdings in the fund.