FFN
HTRB icon

Focus Financial Network’s Hartford Total Return Bond ETF HTRB Stock Holding History

Focus Financial Network’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
-10,996
Closed -$449K – 399
2021
Q3 		$449K Buy
10,996
+1,769
+19% +$72.8K 0.06% 276
2021
Q2 		$379K Buy
9,227
+2,154
+30% +$87.6K 0.05% 309
2021
Q1 		$285K Buy
+7,073
New +$290K 0.03% 345

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 $229M AUM 13.96% 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 $625M AUM 21.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Focus Financial Network's HTRB Position: Q4 2021 in Review

Focus Financial Network sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2021, closing a stake of 10,996 shares — an estimated $449K sold.

Focus Financial Network first reported a position in HTRB in Q1 2021 and held it in 3 quarters. The position peaked at $449K in Q3 2021. 69 funds tracked by Wall St. Rank hold HTRB as of Q4 2021.

  • Focus Financial Network reported no remaining Hartford Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Focus Financial Network sold 10,996 Hartford Total Return Bond ETF shares in Q4 2021, an estimated $449K.
  • Focus Financial Network first reported a position in Hartford Total Return Bond ETF in Q1 2021 and held it in 3 quarters.
  • Focus Financial Network's Hartford Total Return Bond ETF position peaked at $449K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2021.

Based on Focus Financial Network's 13F filing for Q4 2021, filed 24 Jul 2024.