Golden State Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 45,407 shares of HTRB stock, worth $1.54 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

45,407

Previous 46,450 2.25%

Holding current value

$1.54 Million

Previous $1.57 Billion 2.22%

% of portfolio

0.19%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$33.14 - $34.12 $34,565 - $35,587	-1,043 Reduced 2.25%	45,407 $1.54 Billion
Q1 2025 Apr 24, 2025	SELL	$33.03 - $34.09 $1.12 Million - $1.16 Million	-33,898 Reduced 42.19%	46,450 $1.57 Billion
Q1 2025 Apr 23, 2025	SELL	$33.03 - $34.09 $1.09 Million - $1.13 Million	-33,105 Reduced 29.18%	80,348 $2.72 Million
Q4 2024 Jan 28, 2025	BUY	$33.33 - $35.01 $1.54 Million - $1.61 Million	46,096 Added 68.44%	113,453 $3.78 Billion
Q1 2022 May 19, 2022	BUY	$36.49 - $39.61 $2.46 Million - $2.67 Million	67,357 New	67,357 $2.48 Million
Q1 2022 May 16, 2022	SELL	$36.49 - $39.61 $2.52 Million - $2.73 Million	-69,038 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$39.69 - $41.02 $2.53 Million - $2.61 Million	63,674 Added 1187.06%	69,038 $2.74 Million
Q3 2021 Nov 15, 2021	BUY	$40.67 - $41.36 $218,153 - $221,855	5,364 New	5,364 $218,000
Q1 2021 May 14, 2021	SELL	$40.12 - $41.83 $3.17 Million - $3.31 Million	-79,012 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$41.16 - $41.92 $422,589 - $430,392	-10,267 Reduced 11.5%	79,012 $3.3 Million
Q3 2020 Nov 12, 2020	SELL	$41.36 - $42.72 $2.65 Million - $2.73 Million	-63,964 Reduced 41.74%	89,279 $3.69 Million
Q2 2020 Aug 13, 2020	BUY	$39.62 - $42.07 $6.07 Million - $6.45 Million	153,243 New	153,243 $6.42 Million
Q2 2020 Aug 11, 2020	SELL	$39.62 - $42.07 $6,537 - $6,941	-165 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$37.54 - $41.94 $6,194 - $6,920	165 New	165 $7,000

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

50.9M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

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Golden State Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History