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IHT Wealth Management’s Hartford Core Bond ETF HCRB Stock Holding History

IHT Wealth Management’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45,441
Closed -$1.64M – 1132
2024
Q3 		$1.64M Buy
+45,441
New +$1.62M 0.05% 375

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IHT Wealth Management's HCRB Position: Q4 2024 in Review

IHT Wealth Management sold out of Hartford Core Bond ETF (HCRB) in Q4 2024, closing a stake of 45,441 shares — an estimated $1.64M sold.

IHT Wealth Management first reported a position in HCRB in Q3 2024 and held it in 1 quarter. The position peaked at $1.64M in Q3 2024. 17 funds tracked by Wall St. Rank hold HCRB as of Q4 2024.

  • IHT Wealth Management reported no remaining Hartford Core Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 45,441 Hartford Core Bond ETF shares in Q4 2024, an estimated $1.64M.
  • IHT Wealth Management first reported a position in Hartford Core Bond ETF in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Hartford Core Bond ETF position peaked at $1.64M in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.