KFA
BTOT

Kelleher Financial Advisors’s iShares Total USD Fixed Income Market ETF BTOT Stock Holding History

Kelleher Financial Advisors’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 		$72K Buy
+1,450
New +$71.9K 0.01% 407
2026
Q1 		– Sell
-1,450
Closed -$72.7K – 720
2025
Q4 		$72.7K Buy
+1,450
New +$72.8K 0.02% 353

Other funds holding BTOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $125M AUM
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
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

Kelleher Financial Advisors's BTOT Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in iShares Total USD Fixed Income Market ETF (BTOT) in Q2 2026: 1,450 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in BTOT as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in BTOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $72.7K in Q4 2025. 7 funds tracked by Wall St. Rank hold BTOT as of Q2 2026.

  • Kelleher Financial Advisors held 1,450 shares of iShares Total USD Fixed Income Market ETF worth $72K as of Q2 2026.
  • iShares Total USD Fixed Income Market ETF was a new Kelleher Financial Advisors position in Q2 2026.
  • iShares Total USD Fixed Income Market ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #407 holding.
  • Kelleher Financial Advisors first reported a position in iShares Total USD Fixed Income Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's iShares Total USD Fixed Income Market ETF position peaked at $72.7K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held iShares Total USD Fixed Income Market ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.