A detailed history of Integrated Wealth Concepts LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 222,289 shares of HTRB stock, worth $7.63 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
222,289
Previous 87,906 152.87%
Holding current value
$7.63 Million
Previous $2.98 Million 156.03%
% of portfolio
0.08%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$33.47 - $34.58 $4.5 Million - $4.65 Million
134,383 Added 152.87%
222,289 $7.62 Million
Q2 2025

Aug 14, 2025

BUY
$33.14 - $34.12 $542,534 - $558,578
16,371 Added 22.89%
87,906 $2.98 Million
Q1 2025

May 15, 2025

BUY
$33.03 - $34.09 $2.13 Million - $2.2 Million
64,397 Added 902.17%
71,535 $2.42 Million
Q4 2024

Feb 14, 2025

BUY
$33.33 - $35.01 $237,909 - $249,901
7,138 New
7,138 $237,000

Others Institutions Holding HTRB

About HARTFORD FDS TOTAL RETURN BD E


  • Ticker HTRB
  • Sector ETFs
  • Industry ETFs
More about HTRB
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