Sunbelt Securities’s BlackRock Total Return ETF BRTR Stock Holding History

Sunbelt Securities’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	$1.91K	Hold	38	–	–	﹤0.01%	1943
2025 Q4	$1.93K	Hold	38	–	–	﹤0.01%	1893
2025 Q3	$1.94K	Hold	38	–	–	﹤0.01%	1873
2025 Q2	$1.87K	Hold	38	–	–	﹤0.01%	1606
2025 Q1	$1.91K	Hold	38	–	–	﹤0.01%	1580
2024 Q4	$1.88K	Hold	38	–	–	﹤0.01%	1610
2024 Q3	$1.98K	Buy	+38	New	+$1.96K	﹤0.01%	1611

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

Sunbelt Securities's BRTR Position: Q1 2026 in Review

Sunbelt Securities held its BlackRock Total Return ETF (BRTR) position steady in Q1 2026 at 38 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Sunbelt Securities first reported a position in BRTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.98K in Q3 2024. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

Sunbelt Securities held 38 shares of BlackRock Total Return ETF worth $1.91K as of Q1 2026.
Sunbelt Securities left its BlackRock Total Return ETF share count unchanged in Q1 2026.
BlackRock Total Return ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1943 holding.
Sunbelt Securities first reported a position in BlackRock Total Return ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's BlackRock Total Return ETF position peaked at $1.98K in Q3 2024.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.