Golden State Wealth Management, LLC HTRB Holdings History
Golden State Wealth Management, LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 46,450.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $1.57 Mil. This investment constitutes 0.23% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.08% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2021Q3. And since then Golden State Wealth Management, LLC has made 3 purchases of HTRB, at an average price of $37.43, for a total of 115,134.00 shares. In addition, there have been 2 sales at an average price of $33.73 for 68,684.00 shares. Based on historical transaction data and HTRB's current price of $33.61, Golden State Wealth Management, LLC's estimated gain on his HTRB holdings is $-431,329.88, reflecting a -10.01% gain to date.
Golden State Wealth Management, LLC HTRB ($33.61) Holding Chart
Golden State Wealth Management, LLC HTRB ($33.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
