IFG
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Independent Financial Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-5,919
Closed -$201K – 895
2023
Q1 		$201K Buy
+5,919
New +$200K 0.02% 771

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Independent Financial Group's HTRB Position: Q2 2023 in Review

Independent Financial Group sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2023, closing a stake of 5,919 shares — an estimated $201K sold.

Independent Financial Group first reported a position in HTRB in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 86 funds tracked by Wall St. Rank hold HTRB as of Q2 2023.

  • Independent Financial Group reported no remaining Hartford Total Return Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 5,919 Hartford Total Return Bond ETF shares in Q2 2023, an estimated $201K.
  • Independent Financial Group first reported a position in Hartford Total Return Bond ETF in Q1 2023 and held it in 1 quarter.
  • Independent Financial Group's Hartford Total Return Bond ETF position peaked at $201K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.