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

LifePlan Investment 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
2023 Q4	–	Sell	-65,237	Closed	-$2.09M	–	68
2023 Q3	$2.09M	Buy	65,237 +1,029	+2%	+$33.9K	2.23%	19
2023 Q2	$2.15M	Buy	+64,208	New	+$2.17M	2.4%	18

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFGM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LifePlan Investment Advisors's HTRB Position: Q4 2023 in Review

LifePlan Investment Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2023, closing a stake of 65,237 shares — an estimated $2.09M sold.

LifePlan Investment Advisors first reported a position in HTRB in Q2 2023 and held it in 2 quarters. The position peaked at $2.15M in Q2 2023. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

LifePlan Investment Advisors reported no remaining Hartford Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
LifePlan Investment Advisors sold 65,237 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $2.09M.
LifePlan Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2023 and held it in 2 quarters.
LifePlan Investment Advisors's Hartford Total Return Bond ETF position peaked at $2.15M in Q2 2023.
95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

Based on LifePlan Investment Advisors's 13F filing for Q4 2023, filed 21 Jan 2025.