May Hill Capital’s BlackRock Total Return ETF BRTR Stock Holding History

May Hill Capital’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	$6.78M	Buy	135,066 +24,101	+22%	+$1.23M	1.7%	14
2025 Q4	$5.63M	Buy	110,965 +24,788	+29%	+$1.27M	1.52%	16
2025 Q3	$4.39M	Buy	86,177 +14,636	+20%	+$739K	1.29%	17
2025 Q2	$3.62M	Buy	71,541 +51,308	+254%	+$2.55M	1.19%	19
2025 Q1	$1.02M	Buy	+20,233	New	+$1.01M	0.38%	46

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

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

May Hill Capital's BRTR Position: Q1 2026 in Review

May Hill Capital increased its BlackRock Total Return ETF (BRTR) stake by 22% in Q1 2026, buying an estimated $1.23M and bringing the position to 135,066 shares worth $6.78M. The position accounts for 1.7% of the portfolio, ranked #14.

May Hill Capital first reported a position in BRTR in Q1 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

May Hill Capital held 135,066 shares of BlackRock Total Return ETF worth $6.78M as of Q1 2026.
May Hill Capital bought 24,101 BlackRock Total Return ETF shares in Q1 2026, an estimated $1.23M.
BlackRock Total Return ETF made up 1.7% of May Hill Capital's portfolio in Q1 2026, its #14 holding.
May Hill Capital first reported a position in BlackRock Total Return ETF in Q1 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.