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

IFP 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 Q3	–	Sell	-45	Closed	-$1.52K	–	4879
2025 Q2	$1.52K	Hold	45	–	–	﹤0.01%	4020
2025 Q1	$1.52K	Hold	45	–	–	﹤0.01%	3230
2024 Q4	$1.5K	Hold	45	–	–	﹤0.01%	3188
2024 Q3	$1.57K	Buy	+45	New	+$1.55K	﹤0.01%	2980
2023 Q2	–	Sell	-67	Closed	-$2.6K	–	3504
2023 Q1	$2.6K	Sell	67 -35	-34%	-$1.18K	﹤0.01%	2811
2022 Q4	$4K	Hold	102	–	–	﹤0.01%	3897
2022 Q3	$4K	Hold	102	–	–	﹤0.01%	4125
2022 Q2	$4K	Hold	102	–	–	﹤0.01%	3887
2022 Q1	$4K	Buy	+102	New	+$3.88K	﹤0.01%	3886

Other funds holding HTRB

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

Northwestern Mutual Wealth Management

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

Bank of America

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

Wealth Enhancement Advisory Services

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

HighTower Advisors

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

Raymond James Financial

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

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

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

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