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Golden State Equity Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Golden State Equity Partners’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
-131,670
Closed -$4.39M – 453
2024
Q4 		$4.39M Sell
131,670
-18,396
-12% -$625K 0.84% 17
2024
Q3 		$5.25M Buy
150,066
+1,016
+0.7% +$35.1K 2.76% 5
2024
Q2 		$4.99M Buy
+149,050
New +$4.97M 1.04% 14
2023
Q4 		$5.6M Buy
164,549
+2,800
+2% +$91.2K 1.36% 11
2023
Q3 		$5.19M Buy
161,749
+143,775
+800% +$4.74M 1.45% 10
2023
Q2 		$601K Sell
17,974
-53,905
-75% -$1.82M 0.17% 150
2023
Q1 		$2.44M Buy
+71,879
New +$2.43M 1.32% 16
2022
Q1 		$3.19M Sell
86,761
-130,677
-60% -$4.97M 1.61% 16
2021
Q4 		$8.64M Buy
217,438
+66,231
+44% +$2.68M 4.36% 3
2021
Q3 		$6.16M Buy
151,207
+82
+0.1% +$3.37K 2.51% 5
2021
Q2 		$6.19M Buy
151,125
+72,800
+93% +$2.96M 2.39% 4
2021
Q1 		$3.15M Buy
78,325
+29,473
+60% +$1.21M 1.8% 11
2020
Q4 		$2.04M Buy
+48,852
New +$2.03M 1.4% 12

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

Golden State Equity Partners's HTRB Position: Q1 2025 in Review

Golden State Equity Partners sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 131,670 shares — an estimated $4.39M sold.

Golden State Equity Partners first reported a position in HTRB in Q4 2020 and held it in 13 quarters. The position peaked at $8.64M in Q4 2021. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

  • Golden State Equity Partners reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 131,670 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $4.39M.
  • Golden State Equity Partners first reported a position in Hartford Total Return Bond ETF in Q4 2020 and held it in 13 quarters.
  • Golden State Equity Partners's Hartford Total Return Bond ETF position peaked at $8.64M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Golden State Equity Partners's 13F filing for Q1 2025, filed 23 Apr 2025.