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Foundations Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Foundations Investment 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
2024
Q1 		– Sell
-6,544
Closed -$223K – 724
2023
Q4 		$223K Sell
6,544
-6,813
-51% -$222K 0.01% 619
2023
Q3 		$429K Sell
13,357
-4,815
-26% -$159K 0.01% 427
2023
Q2 		$607K Buy
+18,172
New +$615K 0.02% 330

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $625M AUM 21.18% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors's HTRB Position: Q1 2024 in Review

Foundations Investment Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2024, closing a stake of 6,544 shares — an estimated $223K sold.

Foundations Investment Advisors first reported a position in HTRB in Q2 2023 and held it in 3 quarters. The position peaked at $607K in Q2 2023. 89 funds tracked by Wall St. Rank hold HTRB as of Q1 2024.

  • Foundations Investment Advisors reported no remaining Hartford Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 6,544 Hartford Total Return Bond ETF shares in Q1 2024, an estimated $223K.
  • Foundations Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's Hartford Total Return Bond ETF position peaked at $607K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.