EWA
HTRB icon

EverSource Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

EverSource Wealth 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
2022
Q2 		– Sell
-105
Closed -$4K – 1784
2022
Q1 		$4K Buy
+105
New +$4K ﹤0.01% 1332

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's HTRB Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2022, closing a stake of 105 shares — an estimated $4K sold.

EverSource Wealth Advisors first reported a position in HTRB in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining Hartford Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 105 Hartford Total Return Bond ETF shares in Q2 2022, an estimated $4K.
  • EverSource Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Hartford Total Return Bond ETF position peaked at $4K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.