GI
HTRB icon

Gradient Investments’s Hartford Total Return Bond ETF HTRB Stock Holding History

Gradient Investments’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
2023
Q3 		– Sell
-995
Closed -$33.3K – 1856
2023
Q2 		$33.3K Hold
995
– – ﹤0.01% 587
2023
Q1 		$33.8K Sell
995
-4,031
-80% -$136K ﹤0.01% 569
2022
Q4 		$166K Buy
+5,026
New +$165K 0.01% 319

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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Gradient Investments's HTRB Position: Q3 2023 in Review

Gradient Investments sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2023, closing a stake of 995 shares — an estimated $33.3K sold.

Gradient Investments first reported a position in HTRB in Q4 2022 and held it in 3 quarters. The position peaked at $166K in Q4 2022. 91 funds tracked by Wall St. Rank hold HTRB as of Q3 2023.

  • Gradient Investments reported no remaining Hartford Total Return Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 995 Hartford Total Return Bond ETF shares in Q3 2023, an estimated $33.3K.
  • Gradient Investments first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 3 quarters.
  • Gradient Investments's Hartford Total Return Bond ETF position peaked at $166K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.