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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,544
Closed -$223K 724
2023
Q4
$223K Sell
6,544
-6,813
-51% -$233K 0.01% 619
2023
Q3
$429K Sell
13,357
-4,815
-26% -$155K 0.01% 427
2023
Q2
$607K Buy
+18,172
New +$607K 0.02% 330