CIA
Concurrent Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
6,352
-667
| -10% | -$22.6K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $238K | Sell |
7,019
-49,278
| -88% | -$1.67M | 0.01% | 1036 |
|
|
2024
Q4 | $1.88M | Sell |
56,297
-10,971
| -16% | -$366K | 0.05% | 337 |
|
|
2024
Q3 | $2.35M | Sell |
67,268
-51,247
| -43% | -$1.79M | 0.07% | 271 |
|
|
2024
Q2 | $3.97M | Buy |
+118,515
| New | +$3.97M | 0.13% | 161 |
|