HGWM
HTRB icon

Harvest Group Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Harvest Group Wealth Management’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
Q1 		$1.56K Hold
46
– – ﹤0.01% 136
2022
Q4 		$1.52K Hold
46
– – ﹤0.01% 127
2022
Q3 		$1K Sell
46
-3,328
-99% -$114K ﹤0.01% 143
2022
Q2 		$118K Sell
3,374
-1,696
-33% -$59.5K 0.07% 60
2022
Q1 		$187K Sell
5,070
-49,169
-91% -$1.87M 0.11% 45
2021
Q4 		$2.15M Buy
54,239
+27,233
+101% +$1.1M 1.21% 22
2021
Q3 		$1.1M Buy
27,006
+8,065
+43% +$332K 0.65% 22
2021
Q2 		$776K Buy
18,941
+10,509
+125% +$427K 0.46% 23
2021
Q1 		$343K Buy
8,432
+4,266
+102% +$175K 0.22% 22
2020
Q4 		$174K Buy
4,166
+86
+2% +$3.58K 0.1% 44
2020
Q3 		$169K Buy
4,080
+3,619
+785% +$153K 0.12% 42
2020
Q2 		$19K Sell
461
-34
-7% -$1.4K 0.02% 161
2020
Q1 		$19K Buy
+495
New +$20K 0.02% 140

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return