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

IHT 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
2021 Q2	–	Sell	-6,200	Closed	-$249K	–	960
2021 Q1	$249K	Buy	+6,200	New	+$254K	0.02%	694
2019 Q3	–	Sell	-6,701	Closed	-$273K	–	622
2019 Q2	$273K	Buy	+6,701	New	+$269K	0.04%	418

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

IHT Wealth Management's HTRB Position: Q2 2021 in Review

IHT Wealth Management sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2021, closing a stake of 6,200 shares — an estimated $249K sold.

IHT Wealth Management first reported a position in HTRB in Q2 2019 and held it in 2 quarters. The position peaked at $273K in Q2 2019. 53 funds tracked by Wall St. Rank hold HTRB as of Q2 2021.

IHT Wealth Management reported no remaining Hartford Total Return Bond ETF position as of Q2 2021 after selling out during the quarter.
IHT Wealth Management sold 6,200 Hartford Total Return Bond ETF shares in Q2 2021, an estimated $249K.
IHT Wealth Management first reported a position in Hartford Total Return Bond ETF in Q2 2019 and held it in 2 quarters.
IHT Wealth Management's Hartford Total Return Bond ETF position peaked at $273K in Q2 2019.
53 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.