Landmark Wealth Management (New York)’s Hartford Total Return Bond ETF HTRB Stock Holding History

Landmark Wealth Management (New York)’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
2023 Q1	–	Sell	-63,279	Closed	-$2.09M	–	71
2022 Q4	$2.09M	Sell	63,279 -67,073	-51%	-$2.2M	1.51%	20
2022 Q3	$4.23M	Sell	130,352 -43,253	-25%	-$1.49M	3.2%	8
2022 Q2	$5.94M	Sell	173,605 -226,535	-57%	-$7.95M	7.59%	6
2022 Q1	$7.57M	Buy	400,140 +203,868	+104%	+$7.76M	3.97%	7
2021 Q4	$8K	Buy	+196,272	New	+$7.95M	4.68%	7

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Landmark Wealth Management (New York)'s HTRB Position: Q1 2023 in Review

Landmark Wealth Management (New York) sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2023, closing a stake of 63,279 shares — an estimated $2.09M sold.

Landmark Wealth Management (New York) first reported a position in HTRB in Q4 2021 and held it in 5 quarters. The position peaked at $7.57M in Q1 2022. 79 funds tracked by Wall St. Rank hold HTRB as of Q1 2023.

Landmark Wealth Management (New York) reported no remaining Hartford Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
Landmark Wealth Management (New York) sold 63,279 Hartford Total Return Bond ETF shares in Q1 2023, an estimated $2.09M.
Landmark Wealth Management (New York) first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 5 quarters.
Landmark Wealth Management (New York)'s Hartford Total Return Bond ETF position peaked at $7.57M in Q1 2022.
79 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2023.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2023, filed 17 Apr 2023.