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Advisor Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Advisor Group’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
2019
Q4 		$129K Buy
3,200
+200
+7% +$8.29K ﹤0.01% 2743
2019
Q3 		$124K Hold
3,000
– – ﹤0.01% 2720
2019
Q2 		$122K Buy
3,000
+500
+20% +$20.1K ﹤0.01% 2709
2019
Q1 		$100K Buy
+2,500
New +$98.3K ﹤0.01% 2859

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Advisor Group's HTRB Position: Q4 2019 in Review

Advisor Group increased its Hartford Total Return Bond ETF (HTRB) stake by 6.7% in Q4 2019, buying an estimated $8.29K and bringing the position to 3,200 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Advisor Group first reported a position in HTRB in Q1 2019 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold HTRB as of Q4 2019.

  • Advisor Group held 3,200 shares of Hartford Total Return Bond ETF worth $129K as of Q4 2019.
  • Advisor Group bought 200 Hartford Total Return Bond ETF shares in Q4 2019, an estimated $8.29K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2743 holding.
  • Advisor Group first reported a position in Hartford Total Return Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.