DWP
HTRB icon

Destiny Wealth Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-5,707
Closed -$189K – 369
2022
Q4 		$189K Sell
5,707
-257,982
-98% -$8.46M 0.04% 184
2022
Q3 		$8.55M Sell
263,689
-688
-0.3% -$23.6K 1.92% 14
2022
Q2 		$9.04M Sell
264,377
-10,081
-4% -$354K 1.99% 13
2022
Q1 		$10.1M Buy
274,458
+159
+0.1% +$6.05K 1.97% 14
2021
Q4 		$10.9M Buy
274,299
+6,976
+3% +$283K 2.1% 9
2021
Q3 		$10.9M Buy
267,323
+21,433
+9% +$882K 2.19% 9
2021
Q2 		$10.1M Buy
245,890
+2,192
+0.9% +$89.1K 1.93% 10
2021
Q1 		$9.8M Buy
243,698
+32,075
+15% +$1.32M 2.04% 8
2020
Q4 		$8.83M Buy
+211,623
New +$8.8M 1.84% 12

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destiny Wealth Partners's HTRB Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2023, closing a stake of 5,707 shares — an estimated $189K sold.

Destiny Wealth Partners first reported a position in HTRB in Q4 2020 and held it in 9 quarters. The position peaked at $10.9M in Q4 2021. 79 funds tracked by Wall St. Rank hold HTRB as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Hartford Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 5,707 Hartford Total Return Bond ETF shares in Q1 2023, an estimated $189K.
  • Destiny Wealth Partners first reported a position in Hartford Total Return Bond ETF in Q4 2020 and held it in 9 quarters.
  • Destiny Wealth Partners's Hartford Total Return Bond ETF position peaked at $10.9M in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.