Berger Financial Group
HCRB icon

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
Q3 		$316K Buy
9,470
+19
+0.2% +$654 0.02% 379
2026
Q2 		$331K Sell
9,451
-256
-3% -$8.98K 0.02% 363
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

Hartford Funds Management
Hartford Funds Management Wayne, Pennsylvania $1.32B AUM 4.47% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Berger Financial Group's HCRB Position: Q3 2026 in Review

Berger Financial Group increased its Hartford Core Bond ETF (HCRB) stake by 0.2% in Q3 2026, buying an estimated $654 and bringing the position to 9,470 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #379.

Berger Financial Group first reported a position in HCRB in Q1 2021 and has held it in 23 quarters since. The position peaked at $49.7M in Q1 2022. 22 funds tracked by Wall St. Rank hold HCRB as of Q3 2026.

  • Berger Financial Group held 9,470 shares of Hartford Core Bond ETF worth $316K as of Q3 2026.
  • Berger Financial Group bought 19 Hartford Core Bond ETF shares in Q3 2026, an estimated $654.
  • Hartford Core Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q3 2026, its #379 holding.
  • Berger Financial Group first reported a position in Hartford Core Bond ETF in Q1 2021 and has held it in 23 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 Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.