JWA
HTRB icon

JFS Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

JFS Wealth Advisors’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
2024
Q2 		– Sell
-659
Closed -$22.2K – 2016
2024
Q1 		$22.2K Buy
+659
New +$22.2K ﹤0.01% 606

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

JFS Wealth Advisors's HTRB Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2024, closing a stake of 659 shares — an estimated $22.2K sold.

JFS Wealth Advisors first reported a position in HTRB in Q1 2024 and held it in 1 quarter. The position peaked at $22.2K in Q1 2024. 99 funds tracked by Wall St. Rank hold HTRB as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Hartford Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 659 Hartford Total Return Bond ETF shares in Q2 2024, an estimated $22.2K.
  • JFS Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2024 and held it in 1 quarter.
  • JFS Wealth Advisors's Hartford Total Return Bond ETF position peaked at $22.2K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.