BCWM
RTRE

Bartlett & Co Wealth Management’s Rareview Total Return Bond ETF RTRE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18
Closed -$452 – 1288
2025
Q2 		$452 Sell
18
-190
-91% -$4.71K ﹤0.01% 1168
2025
Q1 		$5.21K Buy
+208
New +$5.16K ﹤0.01% 983

Other funds holding RTRE

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bartlett & Co Wealth Management's RTRE Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Rareview Total Return Bond ETF (RTRE) in Q3 2025, closing a stake of 18 shares — an estimated $452 sold.

Bartlett & Co Wealth Management first reported a position in RTRE in Q1 2025 and held it in 2 quarters. The position peaked at $5.21K in Q1 2025. 10 funds tracked by Wall St. Rank hold RTRE as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Rareview Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 18 Rareview Total Return Bond ETF shares in Q3 2025, an estimated $452.
  • Bartlett & Co Wealth Management first reported a position in Rareview Total Return Bond ETF in Q1 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Rareview Total Return Bond ETF position peaked at $5.21K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.