Marshall Financial Group, LLC HTRB Holdings History
Marshall Financial Group, LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 120,639.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $4.06 Mil. This investment constitutes 0.8% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.2% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2021Q3. And since then Marshall Financial Group, LLC has made 8 purchases of HTRB, at an average price of $35.95, for a total of 1.21 Mil shares. In addition, there have been 8 sales at an average price of $34.09 for 1.09 Mil shares. Based on historical transaction data and HTRB's current price of $33.61, Marshall Financial Group, LLC's estimated gain on his HTRB holdings is $-2.30 Mil, reflecting a -5.31% gain to date.
Marshall Financial Group, LLC HTRB ($33.61) Holding Chart
Marshall Financial Group, 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 % | |||
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