SWMG
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Sanchez Wealth Management Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sanchez Wealth Management Group’s Portfolio HTRB Stock Details HTRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.66M Buy
285,228
+9,860
+4% +$334K 2.33% 18
2025
Q1 		$9.32M Buy
275,368
+3,203
+1% +$108K 2.53% 18
2024
Q4 		$9.07M Buy
272,165
+5,171
+2% +$172K 2.48% 18
2024
Q3 		$9.33M Buy
+266,994
New +$9.33M 2.84% 17