Financial Advocates Investment Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.31M Buy
127,242
+28,576
+29% +$968K 0.35% 62
2025
Q1
$3.34M Buy
98,666
+1,422
+1% +$48.1K 0.23% 97
2024
Q4
$3.24M Buy
97,244
+7,973
+9% +$266K 0.18% 123
2024
Q3
$3.12M Buy
89,271
+5,552
+7% +$194K 0.18% 122
2024
Q2
$2.8M Buy
+83,719
New +$2.8M 0.17% 130