KCM
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Key Capital Management’s BlackRock Total Return ETF BRTR Stock Holding History

Key Capital Management’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-96
Closed -$4.87K – 704
2025
Q4 		$4.87K Buy
+96
New +$4.9K ﹤0.01% 320

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Key Capital Management's BRTR Position: Q1 2026 in Review

Key Capital Management sold out of BlackRock Total Return ETF (BRTR) in Q1 2026, closing a stake of 96 shares — an estimated $4.87K sold.

Key Capital Management first reported a position in BRTR in Q4 2025 and held it in 1 quarter. The position peaked at $4.87K in Q4 2025. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

  • Key Capital Management reported no remaining BlackRock Total Return ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 96 BlackRock Total Return ETF shares in Q1 2026, an estimated $4.87K.
  • Key Capital Management first reported a position in BlackRock Total Return ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's BlackRock Total Return ETF position peaked at $4.87K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.