Fermata Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $350K | Sell |
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|
2025
Q2 | $383K | Sell |
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2025
Q1 | $387K | Sell |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $579K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $346K | Buy |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $387K | Sell |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $455K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $795K | Buy |
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|
2021
Q2 | $231K | Buy |
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