McKinley Carter Wealth Services’s BlackRock Total Return ETF BRTR Stock Holding History

McKinley Carter Wealth Services’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	$2.35M	Buy	46,762 +6,395	+16%	+$325K	0.14%	115
2025 Q4	$2.05M	Sell	40,367 -2,757	-6%	-$141K	0.11%	124
2025 Q3	$2.2M	Buy	43,124 +1,627	+4%	+$82.2K	0.12%	115
2025 Q2	$2.1M	Buy	41,497 +22,962	+124%	+$1.14M	0.12%	113
2025 Q1	$933K	Buy	18,535 +6,969	+60%	+$347K	0.06%	165
2024 Q4	$570K	Buy	+11,566	New	+$584K	0.03%	190

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

McKinley Carter Wealth Services's BRTR Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its BlackRock Total Return ETF (BRTR) stake by 16% in Q1 2026, buying an estimated $325K and bringing the position to 46,762 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #115.

McKinley Carter Wealth Services first reported a position in BRTR in Q4 2024 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

McKinley Carter Wealth Services held 46,762 shares of BlackRock Total Return ETF worth $2.35M as of Q1 2026.
McKinley Carter Wealth Services bought 6,395 BlackRock Total Return ETF shares in Q1 2026, an estimated $325K.
BlackRock Total Return ETF made up 0.14% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #115 holding.
McKinley Carter Wealth Services first reported a position in BlackRock Total Return ETF in Q4 2024 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.