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
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 $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Kelleher Financial Advisors's BTOT Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of iShares Total USD Fixed Income Market ETF (BTOT) in Q1 2026, closing a stake of 1,450 shares — an estimated $72.7K sold.

Kelleher Financial Advisors first reported a position in BTOT in Q4 2025 and held it in 1 quarter. The position peaked at $72.7K in Q4 2025. 5 funds tracked by Wall St. Rank hold BTOT as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining iShares Total USD Fixed Income Market ETF position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 1,450 iShares Total USD Fixed Income Market ETF shares in Q1 2026, an estimated $72.7K.
  • Kelleher Financial Advisors first reported a position in iShares Total USD Fixed Income Market ETF in Q4 2025 and held it in 1 quarter.
  • Kelleher Financial Advisors's iShares Total USD Fixed Income Market ETF position peaked at $72.7K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held iShares Total USD Fixed Income Market ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.