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SWP Financial’s BlackRock Total Return ETF BRTR Stock Holding History

SWP Financial’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.15M Sell
101,996
-24,200
-19% -$1.22M 2.83% 8
2025
Q1 		$6.36M Buy
126,196
+1,951
+2% +$98.3K 3.88% 8
2024
Q4 		$6.13M Buy
+124,245
New +$6.13M 3.7% 9