LifePlan Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,237	Closed	-$2.09M	–	68
2023 Q3	$2.09M	Buy	65,237 +1,029	+2%	+$33K	2.23%	19
2023 Q2	$2.15M	Buy	+64,208	New	+$2.15M	2.4%	18