Joel Greenblatt’s Hartford Total Return Bond ETF HTRB Stock Holding History

Joel Greenblatt’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 Q2	$1.47M	Buy	43,631 +1,902	+5%	+$64.3K	﹤0.01%	1250
2026 Q1	$1.41M	Buy	41,729 +2,237	+6%	+$76.5K	﹤0.01%	1209
2025 Q4	$1.35M	Buy	39,492 +4,399	+13%	+$152K	﹤0.01%	1161
2025 Q3	$1.2M	Hold	35,093	–	–	0.01%	1142
2025 Q2	$1.19M	Sell	35,093 -981	-3%	-$32.9K	0.01%	1089
2025 Q1	$1.22M	Buy	36,074 +2,436	+7%	+$81.9K	0.01%	942
2024 Q4	$1.12M	Hold	33,638	–	–	0.01%	886
2024 Q3	$1.18M	Buy	33,638 +1,316	+4%	+$45.4K	0.01%	880
2024 Q2	$1.08M	Buy	32,322 +2,313	+8%	+$77.1K	0.01%	867
2024 Q1	$1.01M	Buy	+30,009	New	+$1.01M	0.02%	843

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

MCIA

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

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

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

Joel Greenblatt's HTRB Position: Q2 2026 in Review

Joel Greenblatt increased its Hartford Total Return Bond ETF (HTRB) stake by 4.6% in Q2 2026, buying an estimated $64.3K and bringing the position to 43,631 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Joel Greenblatt first reported a position in HTRB in Q1 2024 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Joel Greenblatt held 43,631 shares of Hartford Total Return Bond ETF worth $1.47M as of Q2 2026.
Joel Greenblatt bought 1,902 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $64.3K.
Hartford Total Return Bond ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1250 holding.
Joel Greenblatt first reported a position in Hartford Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.