LWM
HTRB icon

Liberty Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-693
Closed -$28K – 579
2021
Q3 		$28K Buy
693
+4
+0.6% +$165 0.01% 566
2021
Q2 		$28K Buy
+689
New +$28K 0.01% 434

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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 $242M AUM 17.3% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Liberty Wealth Management's HTRB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2021, closing a stake of 693 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in HTRB in Q2 2021 and held it in 2 quarters. The position peaked at $28K in Q3 2021. 69 funds tracked by Wall St. Rank hold HTRB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Hartford Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 693 Hartford Total Return Bond ETF shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Hartford Total Return Bond ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Hartford Total Return Bond ETF position peaked at $28K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.