Signet Financial Management’s BlackRock Total Return ETF BRTR Stock Holding History

Signet Financial Management’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	$1.57M	Sell	31,199 -6,438	-17%	-$327K	0.18%	139
2025 Q4	$1.91M	Buy	37,637 +4,479	+14%	+$229K	0.21%	126
2025 Q3	$1.69M	Buy	33,158 +9,300	+39%	+$470K	0.2%	133
2025 Q2	$1.21M	Buy	23,858 +6	+0%	+$298	0.15%	152
2025 Q1	$1.2M	Buy	+23,852	New	+$1.19M	0.16%	147

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Signet Financial Management's BRTR Position: Q1 2026 in Review

Signet Financial Management reduced its BlackRock Total Return ETF (BRTR) stake by 17% in Q1 2026, selling an estimated $327K and leaving 31,199 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #139.

Signet Financial Management first reported a position in BRTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

Signet Financial Management held 31,199 shares of BlackRock Total Return ETF worth $1.57M as of Q1 2026.
Signet Financial Management sold 6,438 BlackRock Total Return ETF shares in Q1 2026, an estimated $327K.
BlackRock Total Return ETF made up 0.18% of Signet Financial Management's portfolio in Q1 2026, its #139 holding.
Signet Financial Management first reported a position in BlackRock Total Return ETF in Q1 2025 and has held it in 5 quarters since.
Signet Financial Management's BlackRock Total Return ETF position peaked at $1.91M in Q4 2025.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.