TWP
HTRB icon

Triad Wealth Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-127
Closed -$4.25K – 421
2024
Q2 		$4.25K Buy
+127
New +$4.23K ﹤0.01% 607

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Triad Wealth Partners's HTRB Position: Q3 2024 in Review

Triad Wealth Partners sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2024, closing a stake of 127 shares — an estimated $4.25K sold.

Triad Wealth Partners first reported a position in HTRB in Q2 2024 and held it in 1 quarter. The position peaked at $4.25K in Q2 2024. 111 funds tracked by Wall St. Rank hold HTRB as of Q3 2024.

  • Triad Wealth Partners reported no remaining Hartford Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 127 Hartford Total Return Bond ETF shares in Q3 2024, an estimated $4.25K.
  • Triad Wealth Partners first reported a position in Hartford Total Return Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Hartford Total Return Bond ETF position peaked at $4.25K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.