UBS Group
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UBS Group’s Hartford Core Bond ETF HCRB Stock Holding History

UBS Group’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
Q4 		– Sell
-48
Closed -$1.73K – 10119
2024
Q3 		$1.73K Buy
+48
New +$1.71K ﹤0.01% 8564
2024
Q2 		– Sell
-57
Closed -$1.99K – 9743
2024
Q1 		$1.99K Sell
57
-321
-85% -$11.2K ﹤0.01% 8004
2023
Q4 		$13.3K Buy
+378
New +$12.7K ﹤0.01% 7318
2023
Q1 		– Sell
-6,035
Closed -$205K – 9899
2022
Q4 		$205K Buy
6,035
+1,825
+43% +$61.9K ﹤0.01% 5422
2022
Q3 		$142K Buy
4,210
+3,008
+250% +$107K ﹤0.01% 5404
2022
Q2 		$43K Buy
1,202
+1,168
+3,435% +$42.5K ﹤0.01% 6033
2022
Q1 		$1K Sell
34
-1,952
-98% -$76.4K ﹤0.01% 9874
2021
Q4 		$81K Buy
1,986
+1,537
+342% +$62.9K ﹤0.01% 6490
2021
Q3 		$18K Sell
449
-951
-68% -$39.4K ﹤0.01% 7278
2021
Q2 		$58K Buy
+1,400
New +$57.2K ﹤0.01% 6302
2021
Q1 		– Sell
-25
Closed -$1K – 9189
2020
Q4 		$1K Buy
+25
New +$1.05K ﹤0.01% 8217

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $198M AUM 27.84% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group's HCRB Position: Q4 2024 in Review

UBS Group sold out of Hartford Core Bond ETF (HCRB) in Q4 2024, closing a stake of 48 shares — an estimated $1.73K sold.

UBS Group first reported a position in HCRB in Q4 2020 and held it in 11 quarters. The position peaked at $205K in Q4 2022. 17 funds tracked by Wall St. Rank hold HCRB as of Q4 2024.

  • UBS Group reported no remaining Hartford Core Bond ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 48 Hartford Core Bond ETF shares in Q4 2024, an estimated $1.73K.
  • UBS Group first reported a position in Hartford Core Bond ETF in Q4 2020 and held it in 11 quarters.
  • UBS Group's Hartford Core Bond ETF position peaked at $205K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.