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
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 $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's BTOT Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Total USD Fixed Income Market ETF (BTOT) position steady in Q1 2026 at 100 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Medallion Wealth Advisors first reported a position in BTOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.01K in Q4 2025. 5 funds tracked by Wall St. Rank hold BTOT as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of iShares Total USD Fixed Income Market ETF worth $4.98K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares Total USD Fixed Income Market ETF share count unchanged in Q1 2026.
  • iShares Total USD Fixed Income Market ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #870 holding.
  • Medallion Wealth Advisors first reported a position in iShares Total USD Fixed Income Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Medallion Wealth Advisors's iShares Total USD Fixed Income Market ETF position peaked at $5.01K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held iShares Total USD Fixed Income Market ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.