Envestnet Asset Management
HCRB icon

Envestnet Asset Management’s Hartford Core Bond ETF HCRB Stock Holding History

Envestnet Asset Management’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,239
Closed -$319K – 4398
2024
Q4 		$319K Buy
+9,239
New +$325K ﹤0.01% 3868
2024
Q2 		– Sell
-16,434
Closed -$573K – 4225
2024
Q1 		$573K Buy
+16,434
New +$572K ﹤0.01% 3352

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management's HCRB Position: Q1 2025 in Review

Envestnet Asset Management sold out of Hartford Core Bond ETF (HCRB) in Q1 2025, closing a stake of 9,239 shares — an estimated $319K sold.

Envestnet Asset Management first reported a position in HCRB in Q1 2024 and held it in 2 quarters. The position peaked at $573K in Q1 2024. 18 funds tracked by Wall St. Rank hold HCRB as of Q1 2025.

  • Envestnet Asset Management reported no remaining Hartford Core Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 9,239 Hartford Core Bond ETF shares in Q1 2025, an estimated $319K.
  • Envestnet Asset Management first reported a position in Hartford Core Bond ETF in Q1 2024 and held it in 2 quarters.
  • Envestnet Asset Management's Hartford Core Bond ETF position peaked at $573K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.