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
2025
Q3
$646K Sell
2025
Q2
$1.32M Buy
2025
Q1
$694K Buy
2024
Q4
Sell
2024
Q3
$452K Sell
2024
Q2
$898K Sell
2024
Q1
$5.15M Buy
2023
Q4
$312K Buy
2023
Q3
$265K Buy
2023
Q2
$273K Buy
2023
Q1
$248K Sell
2022
Q4
$446K Buy