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

OneDigital Investment 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	-7,410	Closed	-$251K	–	1513
2025 Q2	$251K	Sell	7,410 -491	-6%	-$16.5K	﹤0.01%	1265
2025 Q1	$268K	Sell	7,901 -697	-8%	-$23.4K	﹤0.01%	1178
2024 Q4	$287K	Sell	8,598 -2,718	-24%	-$92.3K	﹤0.01%	1148
2024 Q3	$396K	Sell	11,316 -5,342	-32%	-$184K	﹤0.01%	1027
2024 Q2	$558K	Sell	16,658 -28,797	-63%	-$960K	0.01%	854
2024 Q1	$1.53M	Sell	45,455 -32,146	-41%	-$1.08M	0.02%	396
2023 Q4	$2.64M	Sell	77,601 -55,989	-42%	-$1.82M	0.05%	265
2023 Q3	$4.29M	Sell	133,590 -160,784	-55%	-$5.3M	0.09%	172
2023 Q2	$9.84M	Sell	294,374 -5,375	-2%	-$182K	0.22%	91
2023 Q1	$10.2M	Sell	299,749 -3,236	-1%	-$109K	0.24%	82
2022 Q4	$10M	Buy	+302,985	New	+$9.93M	0.29%	73

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCIA

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

OneDigital Investment Advisors's HTRB Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2025, closing a stake of 7,410 shares — an estimated $251K sold.

OneDigital Investment Advisors first reported a position in HTRB in Q4 2022 and held it in 11 quarters. The position peaked at $10.2M in Q1 2023. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

OneDigital Investment Advisors reported no remaining Hartford Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 7,410 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $251K.
OneDigital Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 11 quarters.
OneDigital Investment Advisors's Hartford Total Return Bond ETF position peaked at $10.2M in Q1 2023.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.