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HTRB icon

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

Cetera 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
2024
Q1 		$703K Buy
20,846
+2,942
+16% +$99.1K 0.01% 1382
2023
Q4 		$609K Buy
17,904
+270
+2% +$8.79K 0.01% 1016
2023
Q3 		$566K Buy
17,634
+729
+4% +$24K 0.01% 989
2023
Q2 		$565K Buy
16,905
+9,591
+131% +$324K 0.01% 986
2023
Q1 		$249K Buy
+7,314
New +$247K ﹤0.01% 1380

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $625M AUM 21.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's HTRB Position: Q1 2024 in Review

Cetera Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 16% in Q1 2024, buying an estimated $99.1K and bringing the position to 20,846 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #1382.

Cetera Advisors first reported a position in HTRB in Q1 2023 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold HTRB as of Q1 2024.

  • Cetera Advisors held 20,846 shares of Hartford Total Return Bond ETF worth $703K as of Q1 2024.
  • Cetera Advisors bought 2,942 Hartford Total Return Bond ETF shares in Q1 2024, an estimated $99.1K.
  • Hartford Total Return Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1382 holding.
  • Cetera Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • 89 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2024.

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