SWP
BRTR icon

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

ShoreHaven 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
Q2 		$312K Buy
+6,199
New +$311K 0.1% 85
2025
Q3 		– Sell
-12,418
Closed -$628K – 103
2025
Q2 		$628K Sell
12,418
-7,557
-38% -$376K 0.26% 62
2025
Q1 		$1.01M Sell
19,975
-12,949
-39% -$645K 0.48% 42
2024
Q4 		$1.62M Buy
+32,924
New +$1.66M 0.77% 30

Other funds holding BRTR

CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
SF
SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

ShoreHaven Wealth Partners's BRTR Position: Q2 2026 in Review

ShoreHaven Wealth Partners opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 6,199 shares worth $312K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: ShoreHaven Wealth Partners previously reported a position in BRTR as recently as Q2 2025.

ShoreHaven Wealth Partners first reported a position in BRTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2024. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • ShoreHaven Wealth Partners held 6,199 shares of BlackRock Total Return ETF worth $312K as of Q2 2026.
  • BlackRock Total Return ETF was a new ShoreHaven Wealth Partners position in Q2 2026.
  • BlackRock Total Return ETF made up 0.1% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • ShoreHaven Wealth Partners first reported a position in BlackRock Total Return ETF in Q4 2024 and has held it in 4 quarters since.
  • ShoreHaven Wealth Partners's BlackRock Total Return ETF position peaked at $1.62M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.