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Sherrill & Hutchins Financial Advisory’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sherrill & Hutchins Financial Advisory’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
Q3 		– Sell
-8,238
Closed -$276K – 12
2024
Q2 		$276K Buy
+8,238
New +$275K 0.25% 11
2024
Q1 		– Sell
-10,648
Closed -$362K – 9
2023
Q4 		$362K Buy
+10,648
New +$347K 0.34% 8

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
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
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Sherrill & Hutchins Financial Advisory's HTRB Position: Q3 2024 in Review

Sherrill & Hutchins Financial Advisory sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2024, closing a stake of 8,238 shares — an estimated $276K sold.

Sherrill & Hutchins Financial Advisory first reported a position in HTRB in Q4 2023 and held it in 2 quarters. The position peaked at $362K in Q4 2023. 111 funds tracked by Wall St. Rank hold HTRB as of Q3 2024.

  • Sherrill & Hutchins Financial Advisory reported no remaining Hartford Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sherrill & Hutchins Financial Advisory sold 8,238 Hartford Total Return Bond ETF shares in Q3 2024, an estimated $276K.
  • Sherrill & Hutchins Financial Advisory first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 2 quarters.
  • Sherrill & Hutchins Financial Advisory's Hartford Total Return Bond ETF position peaked at $362K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2024.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.