Investors Research Corp’s Hartford Total Return Bond ETF HTRB Stock Holding History

Investors Research Corp’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
2026 Q3	$28.1K	Hold	876	–	–	﹤0.01%	439
2026 Q2	$29.6K	Hold	876	–	–	0.01%	437
2026 Q1	$29.6K	Hold	876	–	–	0.01%	438
2025 Q4	$29.9K	Hold	876	–	–	0.01%	498
2025 Q3	$30K	Hold	876	–	–	0.01%	496
2025 Q2	$29.7K	Hold	876	–	–	0.01%	526
2025 Q1	$29.7K	Buy	+876	New	+$29.5K	0.01%	529

Other funds holding HTRB

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Investors Research Corp's HTRB Position: Q3 2026 in Review

Investors Research Corp held its Hartford Total Return Bond ETF (HTRB) position steady in Q3 2026 at 876 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Investors Research Corp first reported a position in HTRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $30K in Q3 2025. 14 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Investors Research Corp held 876 shares of Hartford Total Return Bond ETF worth $28.1K as of Q3 2026.
Investors Research Corp left its Hartford Total Return Bond ETF share count unchanged in Q3 2026.
Hartford Total Return Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #439 holding.
Investors Research Corp first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 7 quarters since.
Investors Research Corp's Hartford Total Return Bond ETF position peaked at $30K in Q3 2025.
14 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.