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Gladstone Institutional Advisory’s Hartford Core Bond ETF HCRB Stock Holding History

Gladstone Institutional Advisory’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
42,954
+7,006
+19% +$246K 0.05% 341
2026
Q1 		$1.26M Buy
+35,948
New +$1.28M 0.05% 333

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gladstone Institutional Advisory's HCRB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Hartford Core Bond ETF (HCRB) stake by 19% in Q2 2026, buying an estimated $246K and bringing the position to 42,954 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #341.

Gladstone Institutional Advisory first reported a position in HCRB in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HCRB as of Q2 2026.

  • Gladstone Institutional Advisory held 42,954 shares of Hartford Core Bond ETF worth $1.5M as of Q2 2026.
  • Gladstone Institutional Advisory bought 7,006 Hartford Core Bond ETF shares in Q2 2026, an estimated $246K.
  • Hartford Core Bond ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #341 holding.
  • Gladstone Institutional Advisory first reported a position in Hartford Core Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.