Bartlett & Co Wealth Management
RTRE icon

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

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OPWM
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IWN
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LA
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PWM
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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.