SWP
BRTR icon

Sagespring Wealth Partners’s BlackRock Total Return ETF BRTR Stock Holding History

Sagespring Wealth Partners’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 		$98.4M Sell
1,960,645
-391,620
-17% -$19.9M 1.79% 14
2025
Q4 		$119M Buy
+2,352,265
New +$120M 2.17% 13

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WC
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
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
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Sagespring Wealth Partners's BRTR Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its BlackRock Total Return ETF (BRTR) stake by 17% in Q1 2026, selling an estimated $19.9M and leaving 1,960,645 shares worth $98.4M. The position accounts for 1.79% of the portfolio, ranked #14.

Sagespring Wealth Partners first reported a position in BRTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $119M in Q4 2025. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

  • Sagespring Wealth Partners held 1,960,645 shares of BlackRock Total Return ETF worth $98.4M as of Q1 2026.
  • Sagespring Wealth Partners sold 391,620 BlackRock Total Return ETF shares in Q1 2026, an estimated $19.9M.
  • BlackRock Total Return ETF made up 1.79% of Sagespring Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Sagespring Wealth Partners first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's BlackRock Total Return ETF position peaked at $119M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.