Jones Financial Companies
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Jones Financial Companies’s BlackRock Total Return ETF BRTR Stock Holding History

Jones Financial Companies’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 		$3.11M Buy
61,824
+44,015
+247% +$2.22M ﹤0.01% 637
2025
Q1 		$894K Buy
17,809
+9,129
+105% +$458K ﹤0.01% 902
2024
Q4 		$428K Buy
8,680
+8,379
+2,784% +$413K ﹤0.01% 1050
2024
Q3 		$15.7K Buy
+301
New +$15.7K ﹤0.01% 2044