Coombe, Bender & Co’s Hartford Total Return Bond ETF HTRB Stock Holding History

Coombe, Bender & Co’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 Q2	–	Sell	-10,463	Closed	-$353K	–	77
2024 Q1	$353K	Sell	10,463 -555	-5%	-$18.7K	0.21%	59
2023 Q4	$375K	Sell	11,018 -112	-1%	-$3.65K	0.23%	60
2023 Q3	$357K	Buy	11,130 +35	+0.3%	+$1.15K	0.27%	55
2023 Q2	$371K	Sell	11,095 -598	-5%	-$20.2K	0.27%	54
2023 Q1	$398K	Sell	11,693 -2,120	-15%	-$71.6K	0.31%	54
2022 Q4	$456K	Sell	13,813 -163	-1%	-$5.34K	0.42%	50
2022 Q3	$453K	Buy	13,976 +268	+2%	+$9.2K	0.4%	52
2022 Q2	$469K	Buy	+13,708	New	+$481K	0.4%	53

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Coombe, Bender & Co's HTRB Position: Q2 2024 in Review

Coombe, Bender & Co sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2024, closing a stake of 10,463 shares — an estimated $353K sold.

Coombe, Bender & Co first reported a position in HTRB in Q2 2022 and held it in 8 quarters. The position peaked at $469K in Q2 2022. 99 funds tracked by Wall St. Rank hold HTRB as of Q2 2024.

Coombe, Bender & Co reported no remaining Hartford Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
Coombe, Bender & Co sold 10,463 Hartford Total Return Bond ETF shares in Q2 2024, an estimated $353K.
Coombe, Bender & Co first reported a position in Hartford Total Return Bond ETF in Q2 2022 and held it in 8 quarters.
Coombe, Bender & Co's Hartford Total Return Bond ETF position peaked at $469K in Q2 2022.
99 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.