United Advisor Group, LLC Hartford Fds Total Return Bd E Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, United Advisor Group, LLC holds 112,903 shares of HTRB stock, worth $3.87 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

112,903

Previous 101,486 11.25%

Holding current value

$3.87 Million

Previous $3.44 Million 12.63%

% of portfolio

0.56%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$33.47 - $34.58 $382,126 - $394,799	11,417 Added 11.25%	112,903 $3.87 Million
Q2 2025 Aug 11, 2025	BUY	$33.14 - $34.12 $2.66 Million - $2.74 Million	80,304 Added 379.11%	101,486 $3.44 Million
Q1 2025 Apr 21, 2025	BUY	$33.03 - $34.09 $248,947 - $256,936	7,537 Added 55.24%	21,182 $717,000
Q4 2024 Feb 24, 2025	SELL	$33.33 - $35.01 $57,427 - $60,322	-1,723 Reduced 11.21%	13,645 $454,000
Q3 2024 Oct 30, 2024	BUY	$33.29 - $35.33 $1,498 - $1,589	45 Added 0.29%	15,368 $537,000

Q2 2024 Aug 08, 2024	SELL	$32.72 - $33.9 $74,797 - $77,495	-2,286 Reduced 12.98%	15,323 $513,000
Q1 2024 May 14, 2024	BUY	$33.37 - $34.14 $203,423 - $208,117	6,096 Added 52.95%	17,609 $594,000
Q4 2023 Feb 15, 2024	BUY	$31.25 - $34.37 $359,781 - $395,701	11,513 New	11,513 $391,000

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

51.1M

Call Options Held

Put Options Held

View Full List

About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
Sector ETFs
Industry ETFs

More about HTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Account

United Advisor Group, LLC Hartford Fds Total Return Bd E Transaction History