Sanchez Wealth Management Group Hartford Fds Total Return Bd E Transaction History

Sanchez Wealth Management Group

$386 Million
Q2 2025

A detailed history of Sanchez Wealth Management Group transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 285,228 shares of HTRB stock, worth $9.82 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

285,228

Previous 275,368 3.58%

Holding current value

$9.82 Million

Previous $9.3 Million 3.83%

% of portfolio

2.51%

Previous 2.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$33.14 - $34.12 $326,760 - $336,423	9,860 Added 3.58%	285,228 $9.66 Million
Q1 2025 Apr 16, 2025	BUY	$33.03 - $34.09 $105,795 - $109,190	3,203 Added 1.18%	275,368 $9.3 Million
Q4 2024 Jan 28, 2025	BUY	$33.33 - $35.01 $172,349 - $181,036	5,171 Added 1.94%	272,165 $9.07 Million
Q3 2024 Nov 05, 2024	BUY	$33.29 - $35.33 $8.89 Million - $9.43 Million	266,994 New	266,994 $9.33 Million

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

51M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
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Sanchez Wealth Management Group Hartford Fds Total Return Bd E Transaction History