TFA
HTRB icon

Tranquilli Financial Advisor’s Hartford Total Return Bond ETF HTRB Stock Holding History

Tranquilli Financial Advisor’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
Q1 		– Sell
-19,620
Closed -$654K – 117
2024
Q4 		$654K Buy
19,620
+1,371
+8% +$46.6K 0.41% 57
2024
Q3 		$638K Sell
18,249
-401
-2% -$13.8K 0.4% 55
2024
Q2 		$621K Sell
18,650
-2,683
-13% -$89.4K 0.42% 58
2024
Q1 		$720K Buy
21,333
+330
+2% +$11.1K 0.48% 54
2023
Q4 		$715K Buy
21,003
+398
+2% +$13K 0.5% 44
2023
Q3 		$661K Buy
20,605
+815
+4% +$26.9K 0.48% 42
2023
Q2 		$662K Buy
19,790
+3,030
+18% +$102K 0.47% 45
2023
Q1 		$570K Buy
16,760
+7,773
+86% +$263K 0.43% 43
2022
Q4 		$297K Buy
8,987
+1,934
+27% +$63.4K 0.23% 71
2022
Q3 		$229K Buy
+7,053
New +$242K 0.18% 65
2022
Q2 		– Sell
-20,296
Closed -$747K – 70
2022
Q1 		$747K Buy
20,296
+2,445
+14% +$93.1K 0.53% 35
2021
Q4 		$709K Buy
+17,851
New +$723K 0.5% 44

Other funds holding HTRB

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

Tranquilli Financial Advisor's HTRB Position: Q1 2025 in Review

Tranquilli Financial Advisor sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 19,620 shares — an estimated $654K sold.

Tranquilli Financial Advisor first reported a position in HTRB in Q4 2021 and held it in 12 quarters. The position peaked at $747K in Q1 2022. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

  • Tranquilli Financial Advisor reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 19,620 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $654K.
  • Tranquilli Financial Advisor first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 12 quarters.
  • Tranquilli Financial Advisor's Hartford Total Return Bond ETF position peaked at $747K in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2025, filed 12 May 2025.