FFWA
BRTR icon

Forthright Family Wealth Advisory’s BlackRock Total Return ETF BRTR Stock Holding History

Forthright Family Wealth Advisory’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.5M Sell
266,573
-3,770
-1% -$191K 8.53% 2
2025
Q1 		$13.6M Buy
270,343
+4,418
+2% +$222K 8.99% 2
2024
Q4 		$13.1M Buy
+265,925
New +$13.1M 8.52% 2