First Horizon Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

First Horizon 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
2025 Q1	–	Sell	-134	Closed	-$4.51K	–	2351
2024 Q4	$4.47K	Buy	134 +2	+2%	+$68	﹤0.01%	1824
2024 Q3	$4.65K	Buy	132 +1	+0.8%	+$34	﹤0.01%	1817
2024 Q2	$4.4K	Buy	131 +1	+0.8%	+$33	﹤0.01%	1797
2024 Q1	$4.39K	Buy	130 +2	+2%	+$67	﹤0.01%	1845
2023 Q4	$4.38K	Buy	128 +1	+0.8%	+$33	﹤0.01%	1829
2023 Q3	$4.08K	Buy	127 +1	+0.8%	+$33	﹤0.01%	1803
2023 Q2	$4.21K	Buy	126 +2	+2%	+$68	﹤0.01%	1848
2023 Q1	$4.25K	Buy	124 +23	+23%	+$777	﹤0.01%	1860
2022 Q4	$3.34K	Buy	101 +1	+1%	+$33	﹤0.01%	1907
2022 Q3	$3K	Buy	+100	New	+$3.43K	﹤0.01%	1892
2022 Q1	–	Sell	-733	Closed	-$29K	–	1971
2021 Q4	$29K	Buy	+733	New	+$29.7K	﹤0.01%	1145

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

HWM

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MCIA

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

First Horizon Advisors's HTRB Position: Q1 2025 in Review

First Horizon Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 134 shares — an estimated $4.51K sold.

First Horizon Advisors first reported a position in HTRB in Q4 2021 and held it in 11 quarters. The position peaked at $29K in Q4 2021. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

First Horizon Advisors reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
First Horizon Advisors sold 134 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $4.51K.
First Horizon Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2021 and held it in 11 quarters.
First Horizon Advisors's Hartford Total Return Bond ETF position peaked at $29K in Q4 2021.
112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.