Simplicity Solutions’s Hartford Total Return Bond ETF HTRB Stock Holding History

Simplicity Solutions’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 Q4	$4.36M	Buy	128,239 +6,880	+6%	+$224K	0.12%	158
2023 Q3	$3.89M	Buy	121,359 +4,185	+4%	+$138K	0.13%	156
2023 Q2	$3.92M	Buy	117,174 +11,640	+11%	+$394K	0.11%	186
2023 Q1	$3.59M	Buy	105,534 +21,575	+26%	+$729K	0.09%	203
2022 Q4	$2.77M	Buy	83,959 +1,666	+2%	+$54.6K	0.38%	55
2022 Q3	$2.67M	Buy	82,293 +25,257	+44%	+$867K	0.39%	50
2022 Q2	$1.95M	Sell	57,036 -17,125	-23%	-$601K	0.25%	91
2022 Q1	$2.73M	Buy	+74,161	New	+$2.82M	0.34%	69

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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

WWA

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Simplicity Solutions's HTRB Position: Q4 2023 in Review

Simplicity Solutions increased its Hartford Total Return Bond ETF (HTRB) stake by 5.7% in Q4 2023, buying an estimated $224K and bringing the position to 128,239 shares worth $4.36M. The position accounts for 0.12% of the portfolio, ranked #158.

Simplicity Solutions first reported a position in HTRB in Q1 2022 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

Simplicity Solutions held 128,239 shares of Hartford Total Return Bond ETF worth $4.36M as of Q4 2023.
Simplicity Solutions bought 6,880 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $224K.
Hartford Total Return Bond ETF made up 0.12% of Simplicity Solutions's portfolio in Q4 2023, its #158 holding.
Simplicity Solutions first reported a position in Hartford Total Return Bond ETF in Q1 2022 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.