Brass Tax Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History
Bought
Maintained
Sold
Other funds holding RLY
HFS
DADC
TFA
SC
FIBT
CAL
Brass Tax Wealth Management's RLY Position: Q3 2025 in Review
Brass Tax Wealth Management reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 0.21% in Q3 2025, selling an estimated $600 and leaving 9,424 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #182.
Brass Tax Wealth Management first reported a position in RLY in Q1 2024 and has held it in 7 quarters since. The position peaked at $368K in Q1 2024. 123 funds tracked by Wall St. Rank hold RLY as of Q3 2025.
- Brass Tax Wealth Management held 9,424 shares of State Street Multi-Asset Real Return ETF worth $291K as of Q3 2025.
- Brass Tax Wealth Management sold 20 State Street Multi-Asset Real Return ETF shares in Q3 2025, an estimated $600.
- State Street Multi-Asset Real Return ETF made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #182 holding.
- Brass Tax Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q1 2024 and has held it in 7 quarters since.
- Brass Tax Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $368K in Q1 2024.
- 123 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q3 2025.
Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.