AE Wealth Management LLC

Position in HTRB — Hartford Total Return Bond ETF

CIK 1697723 TOPEKA, KS

Back to HTRB Full portfolio

All Filings in HTRB

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 HTRB	$67,480	2,000	-68.6%	Shares	Sole	2026-05-13
2024-09-30 HTRB	$222,695	6,370	-32.3%	Shares	Sole	2024-11-14
2024-06-30 HTRB	$314,905	9,403	-18.5%	Shares	Other	2024-08-12
2024-03-31 HTRB	$389,427	11,542	-58.6%	Shares	Other	2024-05-15
2023-12-31 HTRB	$948,926	27,885	-98.9%	Shares	Sole	2024-02-14
2023-09-30 HTRB	$80,018,629	2,493,569	-0.1%	Shares	Sole	2023-10-11
2023-06-30 HTRB	$83,403,637	2,494,874	-6.9%	Shares	Sole	2023-07-10
2023-03-31 HTRB	$91,137,816	2,680,524	-1.5%	Shares	Sole	2023-04-14
2022-12-31 HTRB	$89,879,372	2,720,320	-9.6%	Shares	Sole	2023-01-31
2022-09-30 HTRB	$97,685,146	3,010,792	-6.8%	Shares	Sole	2022-10-25
2022-06-30 HTRB	$110,456,082	3,229,710	-11.5%	Shares	Sole	2022-08-03
2022-03-31 HTRB	$134,339,647	3,648,551	+21292.9%	Shares	Sole	2022-04-18
2021-12-31 HTRB	$677,595	17,055	-5.3%	Shares	Sole	2022-01-20
2021-09-30 HTRB	$733,913	18,019	+12.5%	Shares	Sole	2021-11-01
2021-06-30 HTRB	$656,220	16,021	-3.8%	Shares	Sole	2021-07-21
2021-03-31 HTRB	$669,830	16,655	-18.1%	Shares	Sole	2021-04-27
2020-12-31 HTRB	$848,323	20,324	+11.2%	Shares	Sole	2021-02-01
2020-09-30 HTRB	$756,143	18,282	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.