HGERS
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Householder Group Estate & Retirement Specialist’s Hartford Total Return Bond ETF HTRB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-714
Closed -$22.9K – 1226
2023
Q3 		$22.9K Buy
+714
New +$23.5K 0.01% 611

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HTRB Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2023, closing a stake of 714 shares — an estimated $22.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in HTRB in Q3 2023 and held it in 1 quarter. The position peaked at $22.9K in Q3 2023. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Hartford Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 714 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $22.9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Hartford Total Return Bond ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Hartford Total Return Bond ETF position peaked at $22.9K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.