FFA
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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
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

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors's HTRB Position: Q2 2026 in Review

Farther Finance Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 729% in Q2 2026, buying an estimated $282K and bringing the position to 9,500 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Farther Finance Advisors first reported a position in HTRB in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Farther Finance Advisors held 9,500 shares of Hartford Total Return Bond ETF worth $320K as of Q2 2026.
  • Farther Finance Advisors bought 8,354 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $282K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1896 holding.
  • Farther Finance Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.