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Legacy Financial Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Legacy Financial 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
2021
Q1 		– Sell
-307,850
Closed -$12.8M – 163
2020
Q4 		$12.8M Buy
307,850
+100,472
+48% +$4.18M 3.63% 6
2020
Q3 		$8.58M Buy
207,378
+16,891
+9% +$713K 2.62% 8
2020
Q2 		$7.98M Buy
190,487
+14,134
+8% +$581K 2.87% 8
2020
Q1 		$7.21M Buy
+176,353
New +$7.13M 2.67% 7

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

Legacy Financial Advisors's HTRB Position: Q1 2021 in Review

Legacy Financial Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2021, closing a stake of 307,850 shares — an estimated $12.8M sold.

Legacy Financial Advisors first reported a position in HTRB in Q1 2020 and held it in 4 quarters. The position peaked at $12.8M in Q4 2020. 52 funds tracked by Wall St. Rank hold HTRB as of Q1 2021.

  • Legacy Financial Advisors reported no remaining Hartford Total Return Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Legacy Financial Advisors sold 307,850 Hartford Total Return Bond ETF shares in Q1 2021, an estimated $12.8M.
  • Legacy Financial Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2020 and held it in 4 quarters.
  • Legacy Financial Advisors's Hartford Total Return Bond ETF position peaked at $12.8M in Q4 2020.
  • 52 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2021.

Based on Legacy Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.