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HTRB icon

Rational Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Rational Advisors’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
2022
Q1 		– Sell
-419,409
Closed -$16.7M – 273
2021
Q4 		$16.7M Buy
419,409
+85,826
+26% +$3.48M 1.02% 19
2021
Q3 		$13.6M Sell
333,583
-926,025
-74% -$38.1M 1.06% 19
2021
Q2 		$51.6M Buy
1,259,608
+624,249
+98% +$25.4M 6.09% 4
2021
Q1 		$25.6M Buy
635,359
+319,320
+101% +$13.1M 4.72% 6
2020
Q4 		$13.2M Buy
316,039
+215,959
+216% +$8.98M 3.54% 5
2020
Q3 		$4.14M Buy
100,080
+52,952
+112% +$2.23M 1.77% 7
2020
Q2 		$1.97M Buy
47,128
+11,078
+31% +$456K 1.02% 20
2020
Q1 		$1.43M Buy
36,050
+9,601
+36% +$388K 1.05% 26
2019
Q4 		$1.06M Sell
26,449
-1,601
-6% -$66.3K 0.5% 58
2019
Q3 		$1.16M Buy
28,050
+3,162
+13% +$131K 0.45% 66
2019
Q2 		$1.02M Buy
24,888
+822
+3% +$33.1K 0.36% 104
2019
Q1 		$962K Buy
+24,066
New +$946K 0.26% 108

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Rational Advisors's HTRB Position: Q1 2022 in Review

Rational Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2022, closing a stake of 419,409 shares — an estimated $16.7M sold.

Rational Advisors first reported a position in HTRB in Q1 2019 and held it in 12 quarters. The position peaked at $51.6M in Q2 2021. 76 funds tracked by Wall St. Rank hold HTRB as of Q1 2022.

  • Rational Advisors reported no remaining Hartford Total Return Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Rational Advisors sold 419,409 Hartford Total Return Bond ETF shares in Q1 2022, an estimated $16.7M.
  • Rational Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2019 and held it in 12 quarters.
  • Rational Advisors's Hartford Total Return Bond ETF position peaked at $51.6M in Q2 2021.
  • 76 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.