Mariner Independent Advisor Network’s Hartford Total Return Bond ETF HTRB Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$5.13M	Sell	158,038 -21,556	-12%	-$740K	0.22%	115
2022 Q2	$6.14M	Sell	179,594 -14,252	-7%	-$500K	0.26%	95
2022 Q1	$7.13M	Sell	193,846 -42,290	-18%	-$1.61M	0.27%	92
2021 Q4	$9.38M	Sell	236,136 -277,761	-54%	-$11.3M	0.44%	54
2021 Q3	$20.9M	Sell	513,897 -31,198	-6%	-$1.28M	1.02%	14
2021 Q2	$22.3M	Buy	545,095 +65,166	+14%	+$2.65M	1.01%	15
2021 Q1	$19.3M	Buy	479,929 +24,170	+5%	+$992K	1.01%	17
2020 Q4	$19M	Buy	455,759 +93,710	+26%	+$3.9M	1.02%	17
2020 Q3	$15M	Buy	362,049 +49,018	+16%	+$2.07M	1.24%	12
2020 Q2	$13.1M	Buy	313,031 +24,388	+8%	+$1M	1.21%	13
2020 Q1	$11.4M	Buy	+288,643	New	+$11.7M	1.03%	17

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 $21.5B AUM 26.98% 1-Year Est. Return

WWA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FPIS

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

SWM

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Mariner Independent Advisor Network's HTRB Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Hartford Total Return Bond ETF (HTRB) stake by 12% in Q3 2022, selling an estimated $740K and leaving 158,038 shares worth $5.13M. The position accounts for 0.22% of the portfolio, ranked #115.

Mariner Independent Advisor Network first reported a position in HTRB in Q1 2020 and has held it in 11 quarters since. The position peaked at $22.3M in Q2 2021. 72 funds tracked by Wall St. Rank hold HTRB as of Q3 2022.

Mariner Independent Advisor Network held 158,038 shares of Hartford Total Return Bond ETF worth $5.13M as of Q3 2022.
Mariner Independent Advisor Network sold 21,556 Hartford Total Return Bond ETF shares in Q3 2022, an estimated $740K.
Hartford Total Return Bond ETF made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #115 holding.
Mariner Independent Advisor Network first reported a position in Hartford Total Return Bond ETF in Q1 2020 and has held it in 11 quarters since.
Mariner Independent Advisor Network's Hartford Total Return Bond ETF position peaked at $22.3M in Q2 2021.
72 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.