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IAG Wealth Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

IAG Wealth 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
2022
Q3 		– Sell
-1,461
Closed -$50K – 456
2022
Q2 		$50K Buy
+1,461
New +$51.3K 0.02% 127

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's HTRB Position: Q3 2022 in Review

IAG Wealth Partners sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2022, closing a stake of 1,461 shares — an estimated $50K sold.

IAG Wealth Partners first reported a position in HTRB in Q2 2022 and held it in 1 quarter. The position peaked at $50K in Q2 2022. 72 funds tracked by Wall St. Rank hold HTRB as of Q3 2022.

  • IAG Wealth Partners reported no remaining Hartford Total Return Bond ETF position as of Q3 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 1,461 Hartford Total Return Bond ETF shares in Q3 2022, an estimated $50K.
  • IAG Wealth Partners first reported a position in Hartford Total Return Bond ETF in Q2 2022 and held it in 1 quarter.
  • IAG Wealth Partners's Hartford Total Return Bond ETF position peaked at $50K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.