B.O.S.S. Retirement Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

B.O.S.S. Retirement Advisors’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
2023 Q4	–	Sell	-59,257	Closed	-$1.9M	–	256
2023 Q3	$1.9M	Sell	59,257 -5,744	-9%	-$189K	0.41%	79
2023 Q2	$2.17M	Sell	65,001 -4,295	-6%	-$145K	0.46%	60
2023 Q1	$2.36M	Sell	69,296 -284	-0.4%	-$9.6K	0.55%	52
2022 Q4	$2.3M	Buy	+69,580	New	+$2.28M	0.59%	51

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

B.O.S.S. Retirement Advisors's HTRB Position: Q4 2023 in Review

B.O.S.S. Retirement Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2023, closing a stake of 59,257 shares — an estimated $1.9M sold.

B.O.S.S. Retirement Advisors first reported a position in HTRB in Q4 2022 and held it in 4 quarters. The position peaked at $2.36M in Q1 2023. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

B.O.S.S. Retirement Advisors reported no remaining Hartford Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 59,257 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $1.9M.
B.O.S.S. Retirement Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 4 quarters.
B.O.S.S. Retirement Advisors's Hartford Total Return Bond ETF position peaked at $2.36M in Q1 2023.
95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.