CFS Investment Advisory Services’s BlackRock Total Return ETF BRTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2M Buy
301,525
+8,584
+3% +$434K 1.25% 23
2025
Q1
$14.8M Buy
292,941
+53,154
+22% +$2.68M 1.31% 20
2024
Q4
$11.8M Buy
239,787
+39,644
+20% +$1.96M 1.06% 24
2024
Q3
$10.4M Buy
+200,143
New +$10.4M 0.88% 27