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 Q1	$1.26M	Buy	+35,948	New	+$1.28M	0.05%	333

Other funds holding HCRB

HFM

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gladstone Institutional Advisory's HCRB Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Hartford Core Bond ETF (HCRB) in Q1 2026: 35,948 shares worth $1.26M. The stake represents 0.05% of the portfolio and ranks #333 among its holdings.

22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

Gladstone Institutional Advisory held 35,948 shares of Hartford Core Bond ETF worth $1.26M as of Q1 2026.
Hartford Core Bond ETF was a new Gladstone Institutional Advisory position in Q1 2026.
Hartford Core Bond ETF made up 0.05% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #333 holding.
22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.