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Opes Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Opes Wealth 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
2023
Q1 		– Sell
-44,185
Closed -$1.46M – 113
2022
Q4 		$1.46M Buy
+44,185
New +$1.45M 0.53% 39

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 $18.5B AUM 19.51% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opes Wealth Management's HTRB Position: Q1 2023 in Review

Opes Wealth Management sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2023, closing a stake of 44,185 shares — an estimated $1.46M sold.

Opes Wealth Management first reported a position in HTRB in Q4 2022 and held it in 1 quarter. The position peaked at $1.46M in Q4 2022. 79 funds tracked by Wall St. Rank hold HTRB as of Q1 2023.

  • Opes Wealth Management reported no remaining Hartford Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Opes Wealth Management sold 44,185 Hartford Total Return Bond ETF shares in Q1 2023, an estimated $1.46M.
  • Opes Wealth Management first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 1 quarter.
  • Opes Wealth Management's Hartford Total Return Bond ETF position peaked at $1.46M in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2023.

Based on Opes Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.