Financial Gravity Asset Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-71	Closed	-$2.45K	–	835
2025 Q3	$2.45K	Buy	+71	New	+$2.41K	﹤0.01%	756

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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

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

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

MCIA

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

Financial Gravity Asset Management's HTRB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2025, closing a stake of 71 shares — an estimated $2.45K sold.

Financial Gravity Asset Management first reported a position in HTRB in Q3 2025 and held it in 1 quarter. The position peaked at $2.45K in Q3 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q4 2025.

Financial Gravity Asset Management reported no remaining Hartford Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 71 Hartford Total Return Bond ETF shares in Q4 2025, an estimated $2.45K.
Financial Gravity Asset Management first reported a position in Hartford Total Return Bond ETF in Q3 2025 and held it in 1 quarter.
Financial Gravity Asset Management's Hartford Total Return Bond ETF position peaked at $2.45K in Q3 2025.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.