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Concurrent Investment Advisors’s BlackRock Total Return ETF BRTR Stock Holding History

Concurrent Investment Advisors’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Buy
9,329
+5,053
+118% +$257K 0.01% 1246
2025
Q4 		$217K Buy
+4,276
New +$218K ﹤0.01% 1596

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Concurrent Investment Advisors's BRTR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its BlackRock Total Return ETF (BRTR) stake by 118% in Q1 2026, buying an estimated $257K and bringing the position to 9,329 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1246.

Concurrent Investment Advisors first reported a position in BRTR in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

  • Concurrent Investment Advisors held 9,329 shares of BlackRock Total Return ETF worth $468K as of Q1 2026.
  • Concurrent Investment Advisors bought 5,053 BlackRock Total Return ETF shares in Q1 2026, an estimated $257K.
  • BlackRock Total Return ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1246 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.