Simplicity Wealth’s Hartford Total Return Bond ETF HTRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $610K | Sell |
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|
2025
Q3 | $646K | Sell |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $694K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $898K | Sell |
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|
2024
Q1 | $5.15M | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $446K | Buy |
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