Strategies Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Strategies Wealth Advisors’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
2022 Q2	$414K	Buy	+12,109	New	+$425K	0.12%	62

Other funds holding HTRB

HFM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WWA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWM

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategies Wealth Advisors's HTRB Position: Q2 2022 in Review

Strategies Wealth Advisors opened a new position in Hartford Total Return Bond ETF (HTRB) in Q2 2022: 12,109 shares worth $414K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

67 funds tracked by Wall St. Rank hold HTRB as of Q2 2022.

Strategies Wealth Advisors held 12,109 shares of Hartford Total Return Bond ETF worth $414K as of Q2 2022.
Hartford Total Return Bond ETF was a new Strategies Wealth Advisors position in Q2 2022.
Hartford Total Return Bond ETF made up 0.12% of Strategies Wealth Advisors's portfolio in Q2 2022, its #62 holding.
67 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.