IWA
Inspirion Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
20,988
+5
| +0% | +$169 | 0.09% | 76 |
|
|
2025
Q1 | $710K | Sell |
20,983
-363
| -2% | -$12.3K | 0.1% | 75 |
|
|
2024
Q4 | $708K | Sell |
21,346
-80
| -0.4% | -$2.65K | 0.1% | 78 |
|
|
2024
Q3 | $749K | Sell |
21,426
-590
| -3% | -$20.6K | 0.1% | 71 |
|
|
2024
Q2 | $737K | Buy |
22,016
+601
| +3% | +$20.1K | 0.11% | 70 |
|
|
2024
Q1 | $723K | Sell |
21,415
-1,207
| -5% | -$40.7K | 0.12% | 72 |
|
|
2023
Q4 | $766K | Sell |
22,622
-385
| -2% | -$13K | 0.14% | 68 |
|
|
2023
Q3 | $738K | Sell |
23,007
-1,005
| -4% | -$32.3K | 0.14% | 66 |
|
|
2023
Q2 | $803K | Sell |
24,012
-275
| -1% | -$9.19K | 0.15% | 62 |
|
|
2023
Q1 | $826K | Sell |
24,287
-771
| -3% | -$26.2K | 0.17% | 58 |
|
|
2022
Q4 | $828K | Sell |
25,058
-2,836
| -10% | -$93.7K | 0.18% | 58 |
|
|
2022
Q3 | $905K | Sell |
27,894
-6,514
| -19% | -$211K | 0.2% | 49 |
|
|
2022
Q2 | $1.18M | Sell |
34,408
-8,356
| -20% | -$286K | 0.26% | 38 |
|
|
2022
Q1 | $1.58M | Buy |
42,764
+9,816
| +30% | +$362K | 0.32% | 33 |
|
|
2021
Q4 | $1.31M | Buy |
+32,948
| New | +$1.31M | 0.28% | 38 |
|