Colton Groome Financial Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Colton Groome Financial 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 Q4	–	Sell	-6,061	Closed	-$212K	–	128
2024 Q3	$212K	Sell	6,061 -216	-3%	-$7.45K	0.08%	125
2024 Q2	$210K	Sell	6,277 -3,511	-36%	-$117K	0.08%	116
2024 Q1	$330K	Sell	9,788 -844	-8%	-$28.4K	0.13%	89
2023 Q4	$362K	Sell	10,632 -12,229	-53%	-$398K	0.16%	82
2023 Q3	$734K	Sell	22,861 -10,403	-31%	-$343K	0.37%	57
2023 Q2	$1.11M	Sell	33,264 -8,913	-21%	-$301K	0.52%	48
2023 Q1	$1.43M	Buy	42,177 +13,307	+46%	+$450K	0.68%	40
2022 Q4	$954K	Buy	28,870 +1,530	+6%	+$50.2K	0.47%	44
2022 Q3	$887K	Buy	+27,340	New	+$939K	0.45%	46
2022 Q2	–	Sell	-52,496	Closed	-$1.93M	–	114
2022 Q1	$1.93M	Buy	52,496 +5,430	+12%	+$207K	0.89%	28
2021 Q4	$1.87M	Buy	+47,066	New	+$1.91M	0.76%	37

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Colton Groome Financial Advisors's HTRB Position: Q4 2024 in Review

Colton Groome Financial Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2024, closing a stake of 6,061 shares — an estimated $212K sold.

Colton Groome Financial Advisors first reported a position in HTRB in Q4 2021 and held it in 11 quarters. The position peaked at $1.93M in Q1 2022. 117 funds tracked by Wall St. Rank hold HTRB as of Q4 2024.

Colton Groome Financial Advisors reported no remaining Hartford Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
Colton Groome Financial Advisors sold 6,061 Hartford Total Return Bond ETF shares in Q4 2024, an estimated $212K.
Colton Groome Financial Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 11 quarters.
Colton Groome Financial Advisors's Hartford Total Return Bond ETF position peaked at $1.93M in Q1 2022.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2024.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.