Dynasty Wealth Management’s BlackRock Total Return ETF BRTR Stock Holding History

Dynasty Wealth Management’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	$202M	Buy	4,026,972 +2,848,418	+242%	+$145M	1.76%	18
2025 Q4	$59.8M	Buy	+1,178,554	New	+$60.2M	0.59%	36

Other funds holding BRTR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Dynasty Wealth Management's BRTR Position: Q1 2026 in Review

Dynasty Wealth Management increased its BlackRock Total Return ETF (BRTR) stake by 242% in Q1 2026, buying an estimated $145M and bringing the position to 4,026,972 shares worth $202M. The position accounts for 1.76% of the portfolio, ranked #18.

Dynasty Wealth Management 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.

Dynasty Wealth Management held 4,026,972 shares of BlackRock Total Return ETF worth $202M as of Q1 2026.
Dynasty Wealth Management bought 2,848,418 BlackRock Total Return ETF shares in Q1 2026, an estimated $145M.
BlackRock Total Return ETF made up 1.76% of Dynasty Wealth Management's portfolio in Q1 2026, its #18 holding.
Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.