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 $1.25B AUM 10.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $686M AUM 24.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 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.