Osaic Holdings
HCRB icon

Osaic Holdings’s Hartford Core Bond ETF HCRB Stock Holding History

Osaic Holdings’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
2026
Q1 		$2.6M Sell
74,167
-9,973
-12% -$354K ﹤0.01% 1856
2025
Q4 		$2.98M Sell
84,140
-7,795
-8% -$278K ﹤0.01% 1772
2025
Q3 		$3.24M Sell
91,935
-5,126
-5% -$181K ﹤0.01% 1799
2025
Q2 		$3.4M Sell
97,061
-1,029
-1% -$35.8K 0.01% 1502
2025
Q1 		$3.45M Buy
98,090
+10,223
+12% +$356K 0.01% 1274
2024
Q4 		$3.03M Buy
87,867
+22,978
+35% +$808K 0.01% 1349
2024
Q3 		$2.34M Buy
64,889
+5,083
+8% +$181K 0.01% 1573
2024
Q2 		$2.07M Buy
59,806
+21,617
+57% +$745K ﹤0.01% 1597
2024
Q1 		$1.33M Buy
38,189
+26,911
+239% +$936K ﹤0.01% 2047
2023
Q4 		$397K Buy
11,278
+1,917
+20% +$64.6K ﹤0.01% 3355
2023
Q3 		$311K Sell
9,361
-5,748
-38% -$196K ﹤0.01% 3655
2023
Q2 		$522K Buy
15,109
+6,367
+73% +$222K ﹤0.01% 3109
2023
Q1 		$307K Buy
8,742
+6,183
+242% +$215K ﹤0.01% 3530
2022
Q4 		$87K Buy
2,559
+328
+15% +$11.1K ﹤0.01% 4552
2022
Q3 		$75K Buy
2,231
+170
+8% +$6.06K ﹤0.01% 4595
2022
Q2 		$74K Buy
+2,061
New +$74.9K ﹤0.01% 4652

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 $6.15B AUM 22.62% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Osaic Holdings's HCRB Position: Q1 2026 in Review

Osaic Holdings reduced its Hartford Core Bond ETF (HCRB) stake by 12% in Q1 2026, selling an estimated $354K and leaving 74,167 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Osaic Holdings first reported a position in HCRB in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.45M in Q1 2025. 22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

  • Osaic Holdings held 74,167 shares of Hartford Core Bond ETF worth $2.6M as of Q1 2026.
  • Osaic Holdings sold 9,973 Hartford Core Bond ETF shares in Q1 2026, an estimated $354K.
  • Hartford Core Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1856 holding.
  • Osaic Holdings first reported a position in Hartford Core Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Osaic Holdings's Hartford Core Bond ETF position peaked at $3.45M in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.