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Keystone Financial Group (Georgia)’s BlackRock Total Return ETF BRTR Stock Holding History

Keystone Financial Group (Georgia)’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
Q2 		$794K Hold
15,768
– – 0.42% 31
2026
Q1 		$791K Sell
15,768
-58,857
-79% -$2.99M 0.41% 31
2025
Q4 		$3.79M Buy
74,625
+496
+0.7% +$25.3K 1.98% 14
2025
Q3 		$3.78M Buy
74,129
+5,881
+9% +$297K 2.13% 14
2025
Q2 		$3.41M Buy
68,248
+20,393
+43% +$1.01M 2.17% 13
2025
Q1 		$2.37M Buy
+47,855
New +$2.38M 1.67% 16

Other funds holding BRTR

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
SF
SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Keystone Financial Group (Georgia)'s BRTR Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its BlackRock Total Return ETF (BRTR) position steady in Q2 2026 at 15,768 shares worth $794K. The position accounts for 0.42% of the portfolio, ranked #31.

Keystone Financial Group (Georgia) first reported a position in BRTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q4 2025. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Keystone Financial Group (Georgia) held 15,768 shares of BlackRock Total Return ETF worth $794K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its BlackRock Total Return ETF share count unchanged in Q2 2026.
  • BlackRock Total Return ETF made up 0.42% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #31 holding.
  • Keystone Financial Group (Georgia) first reported a position in BlackRock Total Return ETF in Q1 2025 and has held it in 6 quarters since.
  • Keystone Financial Group (Georgia)'s BlackRock Total Return ETF position peaked at $3.79M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.