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Keystone Financial Group (Kentucky)’s Hartford Total Return Bond ETF HTRB Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-9,207
Closed -$384K – 288
2020
Q4 		$384K Sell
9,207
-1,837
-17% -$76.4K 0.08% 164
2020
Q3 		$457K Buy
11,044
+5,651
+105% +$238K 0.11% 138
2020
Q2 		$226K Buy
+5,393
New +$222K 0.06% 200

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
IF
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s HTRB Position: Q1 2021 in Review

Keystone Financial Group (Kentucky) sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2021, closing a stake of 9,207 shares — an estimated $384K sold.

Keystone Financial Group (Kentucky) first reported a position in HTRB in Q2 2020 and held it in 3 quarters. The position peaked at $457K in Q3 2020. 52 funds tracked by Wall St. Rank hold HTRB as of Q1 2021.

  • Keystone Financial Group (Kentucky) reported no remaining Hartford Total Return Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 9,207 Hartford Total Return Bond ETF shares in Q1 2021, an estimated $384K.
  • Keystone Financial Group (Kentucky) first reported a position in Hartford Total Return Bond ETF in Q2 2020 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s Hartford Total Return Bond ETF position peaked at $457K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2021, filed 11 May 2021.