Financial Planning & Information Services, Inc.
Position in HTRB — Hartford Total Return Bond ETF
CIK 1841433
De Pere, WI
All Filings in HTRB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 HTRB | $51,007,618 | 1,459,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HTRB | $40,756,090 | 1,216,963 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 HTRB | $37,032,484 | 1,097,584 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 HTRB | $32,336,258 | 950,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 HTRB | $28,716,795 | 894,883 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 HTRB | $25,367,920 | 758,837 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 HTRB | $24,437,942 | 718,763 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 HTRB | $20,969,364 | 634,666 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 HTRB | $19,553,303 | 602,660 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 HTRB | $19,955,255 | 583,487 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 HTRB | $26,148,606 | 710,174 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 HTRB | $25,677,538 | 646,301 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 HTRB | $19,906,787 | 488,750 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 HTRB | $9,056,174 | 221,098 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 HTRB | $6,543,870 | 162,710 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 HTRB | $1,186,584 | 28,428 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 HTRB | $307,925 | 7,445 | Shares | Sole | 2021-05-24 | |
| No filing history on record for this holder in this stock. | ||||||