WIM
Westside Investment Management’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 | $786K | Hold |
23,200
| – | – | 0.15% | 136 |
|
|
2025
Q1 | $786K | Sell |
23,200
-3,550
| -13% | -$120K | 0.17% | 125 |
|
|
2024
Q4 | $892K | Buy |
26,750
+1,200
| +5% | +$40K | 0.19% | 123 |
|
|
2024
Q3 | $889K | Hold |
25,550
| – | – | 0.19% | 121 |
|
|
2024
Q2 | $856K | Buy |
25,550
+4,850
| +23% | +$162K | 0.2% | 118 |
|
|
2024
Q1 | $697K | Buy |
20,700
+450
| +2% | +$15.2K | 0.17% | 128 |
|
|
2023
Q4 | $689K | Buy |
20,250
+750
| +4% | +$25.5K | 0.18% | 122 |
|
|
2023
Q3 | $626K | Buy |
+19,500
| New | +$626K | 0.18% | 119 |
|