Simplicity Wealth,Llc Hartford Fds Total Return Bd E Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 39,024 shares of HTRB stock, worth $1.32 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

39,024

Previous 20,492 90.44%

Holding current value

$1.32 Million

Previous $692,000 90.17%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$33.14 - $34.12 $614,150 - $632,311	18,532 Added 90.44%	39,024 $1.32 Million
Q1 2025 Apr 14, 2025	BUY	$33.03 - $34.09 $676,850 - $698,572	20,492 New	20,492 $692,000
Q3 2024 Oct 09, 2024	SELL	$33.29 - $35.33 $461,898 - $490,203	-13,875 Reduced 51.75%	12,936 $452,000
Q2 2024 Jul 10, 2024	SELL	$32.72 - $33.9 $4.12 Million - $4.26 Million	-125,775 Reduced 82.43%	26,811 $897,000
Q1 2024 Apr 24, 2024	BUY	$33.37 - $34.14 $4.79 Million - $4.9 Million	143,423 Added 1565.24%	152,586 $5.15 Million
Q4 2023 Jan 29, 2024	BUY	$31.25 - $34.37 $28,062 - $30,864	898 Added 10.87%	9,163 $311,000
Q3 2023 Oct 19, 2023	BUY	$32.09 - $33.76 $2,695 - $2,835	84 Added 1.03%	8,265 $265,000
Q2 2023 Jul 26, 2023	BUY	$33.25 - $34.43 $29,725 - $30,780	894 Added 12.27%	8,181 $273,000
Q1 2023 Apr 27, 2023	SELL	$33.03 - $34.56 $204,885 - $214,375	-6,203 Reduced 45.98%	7,287 $247,000
Q4 2022 Feb 15, 2023	BUY	$31.69 - $33.97 $427,498 - $458,255	13,490 New	13,490 $445,000

Others Institutions Holding HTRB

# of Institutions

130

Shares Held

48.7M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
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Simplicity Wealth,Llc Hartford Fds Total Return Bd E Transaction History