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Mountain Capital Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Mountain Capital Investment Advisors’s Portfolio HTRB Stock Details HTRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$37.4M Buy
1,103,642
+119,563
+12% +$4.05M 7.18% 5
2025
Q1 		$33.1M Sell
984,079
-15,064
-2% -$506K 7.09% 6
2024
Q4 		$33.3M Buy
999,143
+15,610
+2% +$520K 6.89% 6
2024
Q3 		$33.2M Buy
+983,533
New +$33.2M 7.27% 4