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Cyndeo Wealth Partners’s BlackRock Total Return ETF BRTR Stock Holding History

Cyndeo Wealth Partners’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
Q2 		$5.1M Sell
101,299
-4,580
-4% -$230K 0.24% 103
2026
Q1 		$5.31M Sell
105,879
-27,414
-21% -$1.39M 0.28% 92
2025
Q4 		$6.77M Buy
+133,293
New +$6.8M 0.36% 81

Other funds holding BRTR

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
SF
SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Cyndeo Wealth Partners's BRTR Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its BlackRock Total Return ETF (BRTR) stake by 4.3% in Q2 2026, selling an estimated $230K and leaving 101,299 shares worth $5.1M. The position accounts for 0.24% of the portfolio, ranked #103.

Cyndeo Wealth Partners first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.77M in Q4 2025. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Cyndeo Wealth Partners held 101,299 shares of BlackRock Total Return ETF worth $5.1M as of Q2 2026.
  • Cyndeo Wealth Partners sold 4,580 BlackRock Total Return ETF shares in Q2 2026, an estimated $230K.
  • BlackRock Total Return ETF made up 0.24% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Cyndeo Wealth Partners first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's BlackRock Total Return ETF position peaked at $6.77M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.