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Richardson Capital Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Richardson Capital 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
2024
Q4 		– Sell
-1,192
Closed -$41.7K – 145
2024
Q3 		$41.7K Buy
1,192
+12
+1% +$414 0.03% 71
2024
Q2 		$39.5K Buy
1,180
+13
+1% +$433 0.03% 77
2024
Q1 		$39.4K Buy
1,167
+13
+1% +$438 0.03% 71
2023
Q4 		$39.3K Buy
+1,154
New +$37.6K 0.04% 62

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Richardson Capital Management's HTRB Position: Q4 2024 in Review

Richardson Capital Management sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2024, closing a stake of 1,192 shares — an estimated $41.7K sold.

Richardson Capital Management first reported a position in HTRB in Q4 2023 and held it in 4 quarters. The position peaked at $41.7K in Q3 2024. 117 funds tracked by Wall St. Rank hold HTRB as of Q4 2024.

  • Richardson Capital Management reported no remaining Hartford Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Richardson Capital Management sold 1,192 Hartford Total Return Bond ETF shares in Q4 2024, an estimated $41.7K.
  • Richardson Capital Management first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 4 quarters.
  • Richardson Capital Management's Hartford Total Return Bond ETF position peaked at $41.7K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2024.

Based on Richardson Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.