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

Cetera Advisor Networks’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	$3.39M	Sell	100,379 -10,033	-9%	-$338K	0.02%	782
2023 Q4	$3.76M	Buy	110,412 +18,864	+21%	+$614K	0.02%	700
2023 Q3	$2.94M	Sell	91,548 -16,787	-15%	-$553K	0.02%	739
2023 Q2	$3.62M	Buy	108,335 +20,923	+24%	+$708K	0.03%	636
2023 Q1	$2.97M	Sell	87,412 -15,171	-15%	-$513K	0.02%	694
2022 Q4	$3.39M	Buy	102,583 +94,847	+1,226%	+$3.11M	0.03%	598
2022 Q3	$251K	Buy	+7,736	New	+$266K	﹤0.01%	1725

Other funds holding HTRB

HFM

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

SWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MFGM

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

WWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisor Networks's HTRB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Hartford Total Return Bond ETF (HTRB) stake by 9.1% in Q1 2024, selling an estimated $338K and leaving 100,379 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #782.

Cetera Advisor Networks first reported a position in HTRB in Q3 2022 and has held it in 7 quarters since. The position peaked at $3.76M in Q4 2023. 89 funds tracked by Wall St. Rank hold HTRB as of Q1 2024.

Cetera Advisor Networks held 100,379 shares of Hartford Total Return Bond ETF worth $3.39M as of Q1 2024.
Cetera Advisor Networks sold 10,033 Hartford Total Return Bond ETF shares in Q1 2024, an estimated $338K.
Hartford Total Return Bond ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #782 holding.
Cetera Advisor Networks first reported a position in Hartford Total Return Bond ETF in Q3 2022 and has held it in 7 quarters since.
Cetera Advisor Networks's Hartford Total Return Bond ETF position peaked at $3.76M in Q4 2023.
89 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.