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Strategic Planning Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Strategic Planning Group’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
2025
Q3 		– Sell
-175,818
Closed -$5.95M – 77
2025
Q2 		$5.95M Buy
175,818
+1,728
+1% +$57.9K 0.97% 35
2025
Q1 		$5.89M Buy
174,090
+18,464
+12% +$621K 1.15% 27
2024
Q4 		$5.19M Buy
155,626
+40,014
+35% +$1.36M 0.95% 31
2024
Q3 		$4.04M Buy
115,612
+6,701
+6% +$231K 0.8% 43
2024
Q2 		$3.65M Buy
108,911
+4,183
+4% +$139K 0.8% 40
2024
Q1 		$3.53M Sell
104,728
-20,128
-16% -$678K 0.88% 27
2023
Q4 		$4.25M Buy
+124,856
New +$4.07M 1.41% 18

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return