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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$628K	Sell	12,418 -7,557	-38%	-$382K	0.26%	62
2025 Q1	$1.01M	Sell	19,975 -12,949	-39%	-$652K	0.48%	42
2024 Q4	$1.62M	Buy	+32,924	New	+$1.62M	0.77%	30