Gleason Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Gleason Group’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	-190	Closed	-$6.51K	–	218
2025 Q3	$6.51K	Buy	+190	New	+$6.46K	﹤0.01%	167

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 $59.8B AUM 29.42% 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

Gleason Group's HTRB Position: Q4 2025 in Review

Gleason Group sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2025, closing a stake of 190 shares — an estimated $6.51K sold.

Gleason Group first reported a position in HTRB in Q3 2025 and held it in 1 quarter. The position peaked at $6.51K in Q3 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q4 2025.

Gleason Group reported no remaining Hartford Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Gleason Group sold 190 Hartford Total Return Bond ETF shares in Q4 2025, an estimated $6.51K.
Gleason Group first reported a position in Hartford Total Return Bond ETF in Q3 2025 and held it in 1 quarter.
Gleason Group's Hartford Total Return Bond ETF position peaked at $6.51K in Q3 2025.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2025.

Based on Gleason Group's 13F filing for Q4 2025, filed 15 Jan 2026.