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Sigma Planning Corp’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sigma Planning Corp’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
2020
Q2 		– Sell
-8,949
Closed -$356K – 1076
2020
Q1 		$356K Sell
8,949
-2,387
-21% -$96.5K 0.02% 589
2019
Q4 		$456K Buy
+11,336
New +$470K 0.02% 629

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Sigma Planning Corp's HTRB Position: Q2 2020 in Review

Sigma Planning Corp sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2020, closing a stake of 8,949 shares — an estimated $356K sold.

Sigma Planning Corp first reported a position in HTRB in Q4 2019 and held it in 2 quarters. The position peaked at $456K in Q4 2019. 31 funds tracked by Wall St. Rank hold HTRB as of Q2 2020.

  • Sigma Planning Corp reported no remaining Hartford Total Return Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 8,949 Hartford Total Return Bond ETF shares in Q2 2020, an estimated $356K.
  • Sigma Planning Corp first reported a position in Hartford Total Return Bond ETF in Q4 2019 and held it in 2 quarters.
  • Sigma Planning Corp's Hartford Total Return Bond ETF position peaked at $456K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.