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Berger Financial Group’s Hartford Core Bond ETF HCRB Stock Holding History

Berger Financial Group’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$340K Sell
9,707
-981
-9% -$34.8K 0.02% 352
2025
Q4 		$379K Sell
10,688
-1,966
-16% -$70.1K 0.02% 330
2025
Q3 		$449K Sell
12,654
-477
-4% -$16.8K 0.03% 299
2025
Q2 		$461K Sell
13,131
-1,761
-12% -$61.2K 0.03% 276
2025
Q1 		$523K Sell
14,892
-9,421
-39% -$328K 0.04% 254
2024
Q4 		$839K Sell
24,313
-3,666
-13% -$129K 0.06% 192
2024
Q3 		$1.01M Sell
27,979
-1,778
-6% -$63.3K 0.07% 161
2024
Q2 		$1.03M Sell
29,757
-2,315
-7% -$79.8K 0.08% 150
2024
Q1 		$1.12M Sell
32,072
-1,219,887
-97% -$42.4M 0.09% 142
2023
Q4 		$44M Sell
1,251,959
-26,344
-2% -$887K 4.56% 3
2023
Q3 		$42.4M Buy
1,278,303
+13,006
+1% +$443K 4.87% 2
2023
Q2 		$43.7M Sell
1,265,297
-12,753
-1% -$445K 4.96% 2
2023
Q1 		$44.8M Buy
1,278,050
+110,601
+9% +$3.85M 5.4% 1
2022
Q4 		$39.7M Sell
1,167,449
-75,962
-6% -$2.58M 5.24% 2
2022
Q3 		$41.9M Sell
1,243,411
-44,674
-3% -$1.59M 6.16% 2
2022
Q2 		$45.9M Sell
1,288,085
-18,300
-1% -$665K 6.71% 1
2022
Q1 		$49.7M Buy
1,306,385
+633,736
+94% +$24.8M 6.31% 1
2021
Q4 		$27.4M Buy
672,649
+6,114
+0.9% +$250K 3.63% 4
2021
Q3 		$27.3M Buy
666,535
+12,066
+2% +$499K 4.93% 2
2021
Q2 		$26.9M Buy
654,469
+17,643
+3% +$721K 4.87% 2
2021
Q1 		$25.8M Buy
+636,826
New +$26.2M 5.61% 1

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berger Financial Group's HCRB Position: Q1 2026 in Review

Berger Financial Group reduced its Hartford Core Bond ETF (HCRB) stake by 9.2% in Q1 2026, selling an estimated $34.8K and leaving 9,707 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #352.

Berger Financial Group first reported a position in HCRB in Q1 2021 and has held it in 21 quarters since. The position peaked at $49.7M in Q1 2022. 22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

  • Berger Financial Group held 9,707 shares of Hartford Core Bond ETF worth $340K as of Q1 2026.
  • Berger Financial Group sold 981 Hartford Core Bond ETF shares in Q1 2026, an estimated $34.8K.
  • Hartford Core Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #352 holding.
  • Berger Financial Group first reported a position in Hartford Core Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Hartford Core Bond ETF position peaked at $49.7M in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.