True Vision MN
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True Vision MN’s Hartford Core Bond ETF HCRB Stock Holding History

True Vision MN’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,179
Closed -$278K – 108
2024
Q1 		$278K Buy
+8,179
New +$285K 0.2% 79

Other funds holding HCRB

Hartford Funds Management
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

True Vision MN's HCRB Position: Q2 2024 in Review

True Vision MN sold out of Hartford Core Bond ETF (HCRB) in Q2 2024, closing a stake of 8,179 shares — an estimated $278K sold.

True Vision MN first reported a position in HCRB in Q1 2024 and held it in 1 quarter. The position peaked at $278K in Q1 2024. 12 funds tracked by Wall St. Rank hold HCRB as of Q2 2024.

  • True Vision MN reported no remaining Hartford Core Bond ETF position as of Q2 2024 after selling out during the quarter.
  • True Vision MN sold 8,179 Hartford Core Bond ETF shares in Q2 2024, an estimated $278K.
  • True Vision MN first reported a position in Hartford Core Bond ETF in Q1 2024 and held it in 1 quarter.
  • True Vision MN's Hartford Core Bond ETF position peaked at $278K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q2 2024.

Based on True Vision MN's 13F filing for Q2 2024, filed 12 Aug 2024.