iShares Total Return Active ETF BRTR

Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BRTR

Will BRTR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

It would be difficult to bet against a fund with this much firepower.

Senior Principal Eric Jacobson

Eric Jacobson

Senior Principal

Summary

BlackRock Total Return has made adjustments but still benefits from nearly unrivaled scale and expertise.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRTR

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5.5%

8.80 69M
Securitized

Federal National Mortgage Association 5.5%

7.75 61M
Securitized

BlackRock Cash Funds Instl SL Agency

4.69 37M
Cash and Equivalents

United States Treasury Bonds 4.75%

3.71 29M
Government

EUR/USD Purchased

3.17 25M
Derivative

United States Treasury Bonds 4%

2.72 21M
Government

2Y Rtp 3.850000 21-Oct-2026 2

2.63 21M
—

iShares Flexible Income Active ETF

2.08 16M
—

United States Treasury Bills 0%

1.88 15M
Government

United States Treasury Bonds 5%

1.73 13M
Government

Sponsor Center