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WR Wealth Planners’s Hartford Total Return Bond ETF HTRB Stock Holding History

WR Wealth Planners’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
Q4 		$267 Hold
8
– – ﹤0.01% 1050
2024
Q3 		$280 Buy
+8
New +$276 ﹤0.01% 1094

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WR Wealth Planners's HTRB Position: Q4 2024 in Review

WR Wealth Planners held its Hartford Total Return Bond ETF (HTRB) position steady in Q4 2024 at 8 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

WR Wealth Planners first reported a position in HTRB in Q3 2024 and has held it in 2 quarters since. The position peaked at $280 in Q3 2024. 117 funds tracked by Wall St. Rank hold HTRB as of Q4 2024.

  • WR Wealth Planners held 8 shares of Hartford Total Return Bond ETF worth $267 as of Q4 2024.
  • WR Wealth Planners left its Hartford Total Return Bond ETF share count unchanged in Q4 2024.
  • Hartford Total Return Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1050 holding.
  • WR Wealth Planners first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Hartford Total Return Bond ETF position peaked at $280 in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.