FFA
HTRB icon

First Foundation Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

First Foundation 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
2021
Q4 		– Sell
-5,160
Closed -$210K – 452
2021
Q3 		$210K Buy
+5,160
New +$212K 0.01% 418

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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 $242M AUM 17.3% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

First Foundation Advisors's HTRB Position: Q4 2021 in Review

First Foundation Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2021, closing a stake of 5,160 shares — an estimated $210K sold.

First Foundation Advisors first reported a position in HTRB in Q3 2021 and held it in 1 quarter. The position peaked at $210K in Q3 2021. 69 funds tracked by Wall St. Rank hold HTRB as of Q4 2021.

  • First Foundation Advisors reported no remaining Hartford Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
  • First Foundation Advisors sold 5,160 Hartford Total Return Bond ETF shares in Q4 2021, an estimated $210K.
  • First Foundation Advisors first reported a position in Hartford Total Return Bond ETF in Q3 2021 and held it in 1 quarter.
  • First Foundation Advisors's Hartford Total Return Bond ETF position peaked at $210K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.