Wealth Enhancement Advisory Services’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.2M | Sell |
1,815,048
-40,254
| -2% | -$1.36M | 0.1% | 198 |
|
|
2025
Q1 | $62.8M | Sell |
1,855,302
-83,459
| -4% | -$2.83M | 0.12% | 169 |
|
|
2024
Q4 | $64.6M | Sell |
1,938,761
-55,714
| -3% | -$1.86M | 0.12% | 160 |
|
|
2024
Q3 | $69.7M | Buy |
1,994,475
+10,158
| +0.5% | +$355K | 0.15% | 137 |
|
|
2024
Q2 | $66.5M | Sell |
1,984,317
-54,079
| -3% | -$1.81M | 0.16% | 138 |
|
|
2024
Q1 | $68.8M | Sell |
2,038,396
-189,965
| -9% | -$6.41M | 0.18% | 121 |
|
|
2023
Q4 | $75.8M | Buy |
2,228,361
+2,124,104
| +2,037% | +$72.3M | 0.22% | 102 |
|
|
2023
Q3 | $3.35M | Buy |
+104,257
| New | +$3.35M | 0.01% | 679 |
|