Sargent Bickham Lagudis’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-72	Closed	-$3K	–	1084
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	850
2021 Q4	$3K	Hold	72	–	–	﹤0.01%	856
2021 Q3	$3K	Buy	+72	New	+$2.96K	﹤0.01%	857

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sargent Bickham Lagudis's HTRB Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2022, closing a stake of 72 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in HTRB in Q3 2021 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

Sargent Bickham Lagudis reported no remaining Hartford Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 72 Hartford Total Return Bond ETF shares in Q2 2022, an estimated $3K.
Sargent Bickham Lagudis first reported a position in Hartford Total Return Bond ETF in Q3 2021 and held it in 3 quarters.
Sargent Bickham Lagudis's Hartford Total Return Bond ETF position peaked at $3K in Q1 2022.
67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.