FIM
HTRB icon

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

FWL 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
Q4 		– Sell
-1
Closed -$36 – 378
2025
Q3 		$36 Buy
+1
New +$34 ﹤0.01% 332

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

FWL Investment Management's HTRB Position: Q4 2025 in Review

FWL Investment Management sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2025, closing a stake of 1 share — an estimated $36 sold.

FWL Investment Management first reported a position in HTRB in Q3 2025 and held it in 1 quarter. The position peaked at $36 in Q3 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q4 2025.

  • FWL Investment Management reported no remaining Hartford Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
  • FWL Investment Management sold 1 Hartford Total Return Bond ETF share in Q4 2025, an estimated $36.
  • FWL Investment Management first reported a position in Hartford Total Return Bond ETF in Q3 2025 and held it in 1 quarter.
  • FWL Investment Management's Hartford Total Return Bond ETF position peaked at $36 in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2025.

Based on FWL Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.