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Merit Financial Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Merit Financial Group’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
2025
Q1 		– Sell
-81,997
Closed -$2.73M – 1420
2024
Q4 		$2.73M Sell
81,997
-2,587
-3% -$87.9K 0.05% 296
2024
Q3 		$2.96M Buy
+84,584
New +$2.92M 0.07% 228

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Merit Financial Group's HTRB Position: Q1 2025 in Review

Merit Financial Group sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 81,997 shares — an estimated $2.73M sold.

Merit Financial Group first reported a position in HTRB in Q3 2024 and held it in 2 quarters. The position peaked at $2.96M in Q3 2024. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

  • Merit Financial Group reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Merit Financial Group sold 81,997 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $2.73M.
  • Merit Financial Group first reported a position in Hartford Total Return Bond ETF in Q3 2024 and held it in 2 quarters.
  • Merit Financial Group's Hartford Total Return Bond ETF position peaked at $2.96M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.