Lionsbridge Wealth Management’s BlackRock Total Return ETF BRTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.83M Buy
36,226
+24,166
+200% +$1.22M 1.82% 18
2025
Q1
$607K Sell
12,060
-1,237
-9% -$62.3K 0.54% 49
2024
Q4
$656K Sell
13,297
-788
-6% -$38.9K 0.55% 47
2024
Q3
$735K Buy
+14,085
New +$735K 0.58% 56