Dynasty Wealth Management’s BlackRock Total Return ETF BRTR Stock Holding History
Bought
Maintained
Sold
Other funds holding BRTR
SWP
OCA
NA
WC
PFPG
AWA
CIAS
RWA
Dynasty Wealth Management's BRTR Position: Q2 2026 in Review
Dynasty Wealth Management increased its BlackRock Total Return ETF (BRTR) stake by 21% in Q2 2026, buying an estimated $41.7M and bringing the position to 4,858,060 shares worth $244M. The position accounts for 1.82% of the portfolio, ranked #19.
Dynasty Wealth Management first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.
- Dynasty Wealth Management held 4,858,060 shares of BlackRock Total Return ETF worth $244M as of Q2 2026.
- Dynasty Wealth Management bought 831,088 BlackRock Total Return ETF shares in Q2 2026, an estimated $41.7M.
- BlackRock Total Return ETF made up 1.82% of Dynasty Wealth Management's portfolio in Q2 2026, its #19 holding.
- Dynasty Wealth Management first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
- 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.
Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.