JMNC
BTOT

J. Mark Nickell & Co’s iShares Total USD Fixed Income Market ETF BTOT Stock Holding History

J. Mark Nickell & Co’s Portfolio BTOT Stock Details BTOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8M Buy
+320,589
New +$15.9M 11.8% 2

Other funds holding BTOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

J. Mark Nickell & Co's BTOT Position: Q2 2026 in Review

J. Mark Nickell & Co opened a new position in iShares Total USD Fixed Income Market ETF (BTOT) in Q2 2026: 320,589 shares worth $14.8M. The stake represents 11.8% of the portfolio and ranks #2 among its holdings.

8 funds tracked by Wall St. Rank hold BTOT as of Q2 2026.

  • J. Mark Nickell & Co held 320,589 shares of iShares Total USD Fixed Income Market ETF worth $14.8M as of Q2 2026.
  • iShares Total USD Fixed Income Market ETF was a new J. Mark Nickell & Co position in Q2 2026.
  • iShares Total USD Fixed Income Market ETF made up 11.8% of J. Mark Nickell & Co's portfolio in Q2 2026, its #2 holding.
  • 8 funds tracked by Wall St. Rank held iShares Total USD Fixed Income Market ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.