MWA
BTOT

Medallion Wealth Advisors’s iShares Total USD Fixed Income Market ETF BTOT Stock Holding History

Medallion Wealth Advisors’s Portfolio BTOT Stock Details BTOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1K Buy
675
+575
+575% +$28.5K 0.01% 605
2026
Q1 		$4.98K Hold
100
– – ﹤0.01% 870
2025
Q4 		$5.01K Buy
+100
New +$5.02K ﹤0.01% 860

Other funds holding BTOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JMNC
J. Mark Nickell & Co Brentwood, Tennessee $125M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Medallion Wealth Advisors's BTOT Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Total USD Fixed Income Market ETF (BTOT) stake by 575% in Q2 2026, buying an estimated $28.5K and bringing the position to 675 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #605.

Medallion Wealth Advisors first reported a position in BTOT in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold BTOT as of Q2 2026.

  • Medallion Wealth Advisors held 675 shares of iShares Total USD Fixed Income Market ETF worth $24.1K as of Q2 2026.
  • Medallion Wealth Advisors bought 575 iShares Total USD Fixed Income Market ETF shares in Q2 2026, an estimated $28.5K.
  • iShares Total USD Fixed Income Market ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #605 holding.
  • Medallion Wealth Advisors first reported a position in iShares Total USD Fixed Income Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Total USD Fixed Income Market ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.