Inspirion Wealth Advisors, LLC Hartford Fds Total Return Bd E Transaction History

Inspirion Wealth Advisors, LLC

$777 Million
Q3 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 21,426 shares of HTRB stock, worth $735,126. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,426

Previous 20,988 2.09%

Holding current value

$735,126

Previous $708,000 4.38%

% of portfolio

0.1%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$33.47 - $34.58 $14,659 - $15,146	438 Added 2.09%	21,426 $739,000
Q2 2025 Jul 09, 2025	BUY	$33.14 - $34.12 $165 - $170	5 Added 0.02%	20,988 $708,000
Q1 2025 Apr 09, 2025	SELL	$33.03 - $34.09 $11,989 - $12,374	-363 Reduced 1.7%	20,983 $709,000
Q4 2024 Jan 14, 2025	SELL	$33.33 - $35.01 $2,666 - $2,800	-80 Reduced 0.37%	21,346 $711,000
Q3 2024 Oct 04, 2024	SELL	$33.29 - $35.33 $19,641 - $20,844	-590 Reduced 2.68%	21,426 $749,000

Q2 2024 Jul 12, 2024	BUY	$32.72 - $33.9 $19,664 - $20,373	601 Added 2.81%	22,016 $737,000
Q1 2024 Apr 12, 2024	SELL	$33.37 - $34.14 $40,277 - $41,206	-1,207 Reduced 5.34%	21,415 $722,000
Q4 2023 Jan 10, 2024	SELL	$31.25 - $34.37 $12,031 - $13,232	-385 Reduced 1.67%	22,622 $769,000
Q3 2023 Oct 13, 2023	SELL	$32.09 - $33.76 $32,250 - $33,928	-1,005 Reduced 4.19%	23,007 $738,000
Q2 2023 Jul 20, 2023	SELL	$33.25 - $34.43 $9,143 - $9,468	-275 Reduced 1.13%	24,012 $802,000
Q1 2023 Apr 07, 2023	SELL	$33.03 - $34.56 $25,466 - $26,645	-771 Reduced 3.08%	24,287 $825,000
Q4 2022 Jan 18, 2023	SELL	$31.69 - $33.97 $89,872 - $96,338	-2,836 Reduced 10.17%	25,058 $0
Q3 2022 Oct 18, 2022	SELL	$32.41 - $35.3 $211,118 - $229,944	-6,514 Reduced 18.93%	27,894 $905,000
Q2 2022 Jul 27, 2022	SELL	$33.67 - $36.76 $281,346 - $307,166	-8,356 Reduced 19.54%	34,408 $1.18 Million
Q1 2022 Apr 14, 2022	BUY	$36.49 - $39.61 $358,185 - $388,811	9,816 Added 29.79%	42,764 $1.58 Million
Q4 2021 Jan 21, 2022	BUY	$39.69 - $41.02 $1.31 Million - $1.35 Million	32,948 New	32,948 $1.31 Million

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

51.1M

Call Options Held

Put Options Held

View Full List

About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
Sector ETFs
Industry ETFs

More about HTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC Hartford Fds Total Return Bd E Transaction History