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Atticus Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Atticus Wealth Management’s Portfolio HTRB Stock Details HTRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.9M Buy
352,805
+12,651
+4% +$428K 3.23% 5
2025
Q1 		$11.5M Buy
340,154
+154,148
+83% +$5.22M 3.76% 5
2024
Q4 		$6.2M Sell
186,006
-168,402
-48% -$5.61M 1.93% 11
2024
Q3 		$12.4M Buy
+354,408
New +$12.4M 3.98% 4