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

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-127,242	Closed	-$4.31M	–	292
2025 Q2	$4.31M	Buy	127,242 +28,576	+29%	+$958K	0.35%	62
2025 Q1	$3.34M	Buy	98,666 +1,422	+1%	+$47.8K	0.23%	97
2024 Q4	$3.24M	Buy	97,244 +7,973	+9%	+$271K	0.18%	123
2024 Q3	$3.12M	Buy	89,271 +5,552	+7%	+$192K	0.18%	122
2024 Q2	$2.8M	Buy	+83,719	New	+$2.79M	0.17%	130

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Financial Advocates Investment Management's HTRB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2025, closing a stake of 127,242 shares — an estimated $4.31M sold.

Financial Advocates Investment Management first reported a position in HTRB in Q2 2024 and held it in 5 quarters. The position peaked at $4.31M in Q2 2025. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

Financial Advocates Investment Management reported no remaining Hartford Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 127,242 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $4.31M.
Financial Advocates Investment Management first reported a position in Hartford Total Return Bond ETF in Q2 2024 and held it in 5 quarters.
Financial Advocates Investment Management's Hartford Total Return Bond ETF position peaked at $4.31M in Q2 2025.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.