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Global Wealth Management Investment Advisory’s Hartford Total Return Bond ETF HTRB Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q2 		– Sell
-442
Closed -$16K – 513
2022
Q1 		$16K Buy
+442
New +$16.8K ﹤0.01% 275

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's HTRB Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2022, closing a stake of 442 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in HTRB in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

  • Global Wealth Management Investment Advisory reported no remaining Hartford Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 442 Hartford Total Return Bond ETF shares in Q2 2022, an estimated $16K.
  • Global Wealth Management Investment Advisory first reported a position in Hartford Total Return Bond ETF in Q1 2022 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Hartford Total Return Bond ETF position peaked at $16K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.