AWM
HTRB icon

Able Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Able Wealth Management’s Portfolio HTRB Stock Details HTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-72
Closed -$2.46K – 293
2023
Q4 		$2.46K Buy
+72
New +$2.35K ﹤0.01% 429

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Able Wealth Management's HTRB Position: Q1 2024 in Review

Able Wealth Management sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2024, closing a stake of 72 shares — an estimated $2.46K sold.

Able Wealth Management first reported a position in HTRB in Q4 2023 and held it in 1 quarter. The position peaked at $2.46K in Q4 2023. 89 funds tracked by Wall St. Rank hold HTRB as of Q1 2024.

  • Able Wealth Management reported no remaining Hartford Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 72 Hartford Total Return Bond ETF shares in Q1 2024, an estimated $2.46K.
  • Able Wealth Management first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Hartford Total Return Bond ETF position peaked at $2.46K in Q4 2023.
  • 89 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.