RPGK
HTRB icon

Retirement Planning Group (Kansas)’s Hartford Total Return Bond ETF HTRB Stock Holding History

Retirement Planning Group (Kansas)’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
Q4 		– Sell
-25,380
Closed -$814K – 188
2023
Q3 		$814K Buy
25,380
+11,295
+80% +$372K 0.09% 65
2023
Q2 		$471K Hold
14,085
– – 0.05% 107
2023
Q1 		$479K Hold
14,085
– – 0.05% 93
2022
Q4 		$465K Buy
+14,085
New +$462K 0.05% 92

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Retirement Planning Group (Kansas)'s HTRB Position: Q4 2023 in Review

Retirement Planning Group (Kansas) sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2023, closing a stake of 25,380 shares — an estimated $814K sold.

Retirement Planning Group (Kansas) first reported a position in HTRB in Q4 2022 and held it in 4 quarters. The position peaked at $814K in Q3 2023. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

  • Retirement Planning Group (Kansas) reported no remaining Hartford Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 25,380 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $814K.
  • Retirement Planning Group (Kansas) first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 4 quarters.
  • Retirement Planning Group (Kansas)'s Hartford Total Return Bond ETF position peaked at $814K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2023, filed 16 Jan 2024.