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McAdam LLC’s Hartford Core Bond ETF HCRB Stock Holding History

McAdam LLC’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,394
Closed -$400K – 401
2025
Q2 		$400K Sell
11,394
-155
-1% -$5.39K 0.02% 236
2025
Q1 		$406K Buy
+11,549
New +$402K 0.03% 216

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

McAdam LLC's HCRB Position: Q3 2025 in Review

McAdam LLC sold out of Hartford Core Bond ETF (HCRB) in Q3 2025, closing a stake of 11,394 shares — an estimated $400K sold.

McAdam LLC first reported a position in HCRB in Q1 2025 and held it in 2 quarters. The position peaked at $406K in Q1 2025. 19 funds tracked by Wall St. Rank hold HCRB as of Q3 2025.

  • McAdam LLC reported no remaining Hartford Core Bond ETF position as of Q3 2025 after selling out during the quarter.
  • McAdam LLC sold 11,394 Hartford Core Bond ETF shares in Q3 2025, an estimated $400K.
  • McAdam LLC first reported a position in Hartford Core Bond ETF in Q1 2025 and held it in 2 quarters.
  • McAdam LLC's Hartford Core Bond ETF position peaked at $406K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.