MWM
MBE Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
78,856
+2,797
| +4% | +$94.7K | 1.16% | 18 |
|
|
2025
Q1 | $2.58M | Buy |
76,059
+34,273
| +82% | +$1.16M | 1.23% | 19 |
|
|
2024
Q4 | $1.39M | Buy |
41,786
+7,922
| +23% | +$264K | 0.78% | 20 |
|
|
2024
Q3 | $1.18M | Buy |
+33,864
| New | +$1.18M | 0.65% | 26 |
|