Jones Financial Companies
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Jones Financial Companies’s Hartford Core Bond ETF HCRB Stock Holding History

Jones Financial Companies’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
2026
Q1 		$3.39M Buy
97,186
+16,233
+20% +$576K ﹤0.01% 1228
2025
Q4 		$2.87M Buy
80,953
+29,277
+57% +$1.04M ﹤0.01% 829
2025
Q3 		$1.84M Buy
51,676
+19,111
+59% +$673K ﹤0.01% 884
2025
Q2 		$1.14M Buy
32,565
+14,400
+79% +$501K ﹤0.01% 959
2025
Q1 		$637K Buy
18,165
+7,649
+73% +$266K ﹤0.01% 1031
2024
Q4 		$363K Buy
10,516
+4,907
+87% +$172K ﹤0.01% 1118
2024
Q3 		$203K Buy
+5,609
New +$200K ﹤0.01% 1130

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 $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Jones Financial Companies's HCRB Position: Q1 2026 in Review

Jones Financial Companies increased its Hartford Core Bond ETF (HCRB) stake by 20% in Q1 2026, buying an estimated $576K and bringing the position to 97,186 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Jones Financial Companies first reported a position in HCRB in Q3 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

  • Jones Financial Companies held 97,186 shares of Hartford Core Bond ETF worth $3.39M as of Q1 2026.
  • Jones Financial Companies bought 16,233 Hartford Core Bond ETF shares in Q1 2026, an estimated $576K.
  • Hartford Core Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1228 holding.
  • Jones Financial Companies first reported a position in Hartford Core Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.