Stonehearth Capital Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Stonehearth Capital Management’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	$327K	Sell	9,704 -106	-1%	-$3.58K	0.11%	60
2026 Q1	$331K	Buy	9,810 +344	+4%	+$11.8K	0.13%	60
2025 Q4	$323K	Buy	9,466 +768	+9%	+$26.5K	0.12%	66
2025 Q3	$298K	Sell	8,698 -323	-4%	-$11K	0.12%	74
2025 Q2	$306K	Buy	9,021 +17	+0.2%	+$570	0.13%	61
2025 Q1	$305K	Sell	9,004 -1	-0%	-$34	0.13%	56
2024 Q4	$300K	Sell	9,005 -208	-2%	-$7.07K	0.12%	55
2024 Q3	$322K	Buy	9,213 +1,968	+27%	+$67.9K	0.13%	50
2024 Q2	$243K	Buy	7,245 +174	+2%	+$5.8K	0.1%	63
2024 Q1	$239K	Buy	7,071 +343	+5%	+$11.6K	0.11%	61
2023 Q4	$229K	Buy	+6,728	New	+$219K	0.11%	67
2023 Q3	–	Sell	-6,673	Closed	-$223K	–	71
2023 Q2	$223K	Buy	+6,673	New	+$226K	0.12%	67

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Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return