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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCIA

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

IFP Advisors's HTRB Position: Q3 2025 in Review

IFP Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2025, closing a stake of 45 shares — an estimated $1.52K sold.

IFP Advisors first reported a position in HTRB in Q1 2022 and held it in 9 quarters. The position peaked at $4K in Q4 2022. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

IFP Advisors reported no remaining Hartford Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
IFP Advisors sold 45 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $1.52K.
IFP Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2022 and held it in 9 quarters.
IFP Advisors's Hartford Total Return Bond ETF position peaked at $4K in Q4 2022.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.