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

Rooted Wealth 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
2023
Q2 		– Sell
-6,788
Closed -$231K – 93
2023
Q1 		$231K Sell
6,788
-1,520
-18% -$51.4K 0.17% 74
2022
Q4 		$274K Buy
+8,308
New +$272K 0.23% 54

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Rooted Wealth Advisors's HTRB Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2023, closing a stake of 6,788 shares — an estimated $231K sold.

Rooted Wealth Advisors first reported a position in HTRB in Q4 2022 and held it in 2 quarters. The position peaked at $274K in Q4 2022. 86 funds tracked by Wall St. Rank hold HTRB as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining Hartford Total Return Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 6,788 Hartford Total Return Bond ETF shares in Q2 2023, an estimated $231K.
  • Rooted Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's Hartford Total Return Bond ETF position peaked at $274K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.