MF
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Montis Financial’s Hartford Total Return Bond ETF HTRB Stock Holding History

Montis Financial’s Portfolio HTRB Stock Details HTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$429K Sell
12,675
-3,280
-21% -$111K 0.12% 96
2025
Q1 		$540K Sell
15,955
-2,237
-12% -$75.7K 0.16% 85
2024
Q4 		$606K Sell
18,192
-4,371
-19% -$146K 0.19% 71
2024
Q3 		$789K Buy
+22,563
New +$789K 0.28% 44