MAFM
HTRB icon

Mid Atlantic Financial Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$795K Buy
19,521
+1,248
+7% +$51.3K 0.05% 316
2021
Q2 		$748K Buy
18,273
+2,776
+18% +$113K 0.05% 339
2021
Q1 		$623K Buy
+15,497
New +$636K 0.05% 370

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Mid Atlantic Financial Management's HTRB Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Hartford Total Return Bond ETF (HTRB) stake by 6.8% in Q3 2021, buying an estimated $51.3K and bringing the position to 19,521 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #316.

Mid Atlantic Financial Management first reported a position in HTRB in Q1 2021 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HTRB as of Q3 2021.

  • Mid Atlantic Financial Management held 19,521 shares of Hartford Total Return Bond ETF worth $795K as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,248 Hartford Total Return Bond ETF shares in Q3 2021, an estimated $51.3K.
  • Hartford Total Return Bond ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #316 holding.
  • Mid Atlantic Financial Management first reported a position in Hartford Total Return Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.