THRO — BLACKROCK ETF TRUST

Ownership history in Keystone Financial Services  ·  3 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in BLACKROCK ETF TRUST (THRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.97% (2025 Q4)
Avg. % of fund
2.93%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 255,384 +7,118 +2.9% 2.97% $9.8M $38.54
2025 Q3 ADDED 248,266 +8,423 +3.5% 2.91% $9.4M $37.83
2025 Q2 INITIATED 239,843 — — 2.90% $8.5M $35.52
% of Fund (quarterly)    THRO price (monthly, adj. close)

Other funds also holding THRO

As of 2025 Q4 — sorted by position size

EQ LLC 3Y 4.31% SOFI WEALTH, LLC 3Y 4.07% Kilter Group LLC 3.66% Goldstein Advisors, LLC 3Y 3.61% West Wealth Group, LLC 3Y 3.49% Scarborough Advisors, LLC 3Y 3.27% MA Private Wealth 3Y 7Y 3.07% ShoreHaven Wealth Partners, LLC 3Y 2.9% MCMORGAN & CO LLC 3Y 7Y 2.86% JB Capital LLC 3Y 2.8%
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