Koshinski Asset Management
HTRB icon

Koshinski Asset Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-26
Closed -$957 – 1196
2022
Q1 		$957 Hold
26
– – ﹤0.01% 2067
2021
Q4 		$1.03K Buy
+26
New +$1.05K ﹤0.01% 2070

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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management's HTRB Position: Q2 2022 in Review

Koshinski Asset Management sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2022, closing a stake of 26 shares — an estimated $957 sold.

Koshinski Asset Management first reported a position in HTRB in Q4 2021 and held it in 2 quarters. The position peaked at $1.03K in Q4 2021. 67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

  • Koshinski Asset Management reported no remaining Hartford Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 26 Hartford Total Return Bond ETF shares in Q2 2022, an estimated $957.
  • Koshinski Asset Management first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Hartford Total Return Bond ETF position peaked at $1.03K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.