Farther Finance Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Farther Finance Advisors’s Portfolio HTRB Stock Details HTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$204K	Sell	6,358 -3,142	-33%	-$104K	﹤0.01%	2281
2026 Q2	$320K	Buy	9,500 +8,354	+729%	+$282K	﹤0.01%	1896
2026 Q1	$38.7K	Sell	1,146 -1,607	-58%	-$54.9K	﹤0.01%	3185
2025 Q4	$94K	Buy	+2,753	New	+$94.8K	﹤0.01%	2383

Other funds holding HTRB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors's HTRB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 33% in Q3 2026, selling an estimated $104K and leaving 6,358 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Farther Finance Advisors first reported a position in HTRB in Q4 2025 and has held it in 4 quarters since. The position peaked at $320K in Q2 2026. 13 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Farther Finance Advisors held 6,358 shares of Hartford Total Return Bond ETF worth $204K as of Q3 2026.
Farther Finance Advisors sold 3,142 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $104K.
Hartford Total Return Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2281 holding.
Farther Finance Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Hartford Total Return Bond ETF position peaked at $320K in Q2 2026.
13 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.