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Founders Financial Securities’s Hartford Total Return Bond ETF HTRB Stock Holding History

Founders Financial Securities’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
2025
Q1 		– Sell
-9,070
Closed -$302K – 478
2024
Q4 		$302K Sell
9,070
-223
-2% -$7.58K 0.03% 377
2024
Q3 		$325K Sell
9,293
-339
-4% -$11.7K 0.03% 342
2024
Q2 		$323K Buy
9,632
+274
+3% +$9.13K 0.03% 337
2024
Q1 		$316K Buy
9,358
+346
+4% +$11.7K 0.03% 314
2023
Q4 		$307K Buy
9,012
+569
+7% +$18.5K 0.03% 306
2023
Q3 		$271K Sell
8,443
-39
-0.5% -$1.29K 0.04% 279
2023
Q2 		$284K Buy
8,482
+1,757
+26% +$59.4K 0.04% 267
2023
Q1 		$229K Buy
6,725
+635
+10% +$21.5K 0.03% 284
2022
Q4 		$201K Sell
6,090
-162
-3% -$5.31K 0.03% 307
2022
Q3 		$203K Buy
+6,252
New +$215K 0.04% 289
2022
Q2 		– Sell
-8,231
Closed -$303K – 280
2022
Q1 		$303K Buy
8,231
+1,368
+20% +$52.1K 0.05% 216
2021
Q4 		$273K Buy
+6,863
New +$278K 0.05% 219

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Founders Financial Securities's HTRB Position: Q1 2025 in Review

Founders Financial Securities sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 9,070 shares — an estimated $302K sold.

Founders Financial Securities first reported a position in HTRB in Q4 2021 and held it in 12 quarters. The position peaked at $325K in Q3 2024. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

  • Founders Financial Securities reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Founders Financial Securities sold 9,070 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $302K.
  • Founders Financial Securities first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 12 quarters.
  • Founders Financial Securities's Hartford Total Return Bond ETF position peaked at $325K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Founders Financial Securities's 13F filing for Q1 2025, filed 12 May 2025.