| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 8 | 8 | 0.09% | 0.10% | 0.10% | Q3 2013 | Q2 2015 | 8 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.22% | 1.72% | 3.23% | Q4 2015 | Q2 2016 | 2 |
| MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
| GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own HRTFRD WRLD BD I or have owned HRTFRD WRLD BD I in the past.