Blue Trust Inc
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Blue Trust Inc’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Blue Trust Inc’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-530
Closed -$18.3K – 2724
2026
Q2 		$18.3K Buy
+530
New +$19.3K ﹤0.01% 1694

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Wealth Enhancement Trust Services
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Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Blue Trust Inc's RLY Position: Q3 2026 in Review

Blue Trust Inc sold out of State Street Multi-Asset Real Return ETF (RLY) in Q3 2026, closing a stake of 530 shares — an estimated $18.3K sold.

Blue Trust Inc first reported a position in RLY in Q2 2026 and held it in 1 quarter. The position peaked at $18.3K in Q2 2026. 47 funds tracked by Wall St. Rank hold RLY as of Q3 2026.

  • Blue Trust Inc reported no remaining State Street Multi-Asset Real Return ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 530 State Street Multi-Asset Real Return ETF shares in Q3 2026, an estimated $18.3K.
  • Blue Trust Inc first reported a position in State Street Multi-Asset Real Return ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's State Street Multi-Asset Real Return ETF position peaked at $18.3K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.