Strategic Planning Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Strategic Planning Group’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	-175,818	Closed	-$5.95M	–	77
2025 Q2	$5.95M	Buy	175,818 +1,728	+1%	+$57.9K	0.97%	35
2025 Q1	$5.89M	Buy	174,090 +18,464	+12%	+$621K	1.15%	27
2024 Q4	$5.19M	Buy	155,626 +40,014	+35%	+$1.36M	0.95%	31
2024 Q3	$4.04M	Buy	115,612 +6,701	+6%	+$231K	0.8%	43
2024 Q2	$3.65M	Buy	108,911 +4,183	+4%	+$139K	0.8%	40
2024 Q1	$3.53M	Sell	104,728 -20,128	-16%	-$678K	0.88%	27
2023 Q4	$4.25M	Buy	+124,856	New	+$4.07M	1.41%	18

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HWM

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

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

MCIA

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

Strategic Planning Group's HTRB Position: Q3 2025 in Review

Strategic Planning Group sold out of Hartford Total Return Bond ETF (HTRB) in Q3 2025, closing a stake of 175,818 shares — an estimated $5.95M sold.

Strategic Planning Group first reported a position in HTRB in Q4 2023 and held it in 7 quarters. The position peaked at $5.95M in Q2 2025. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

Strategic Planning Group reported no remaining Hartford Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
Strategic Planning Group sold 175,818 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $5.95M.
Strategic Planning Group first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 7 quarters.
Strategic Planning Group's Hartford Total Return Bond ETF position peaked at $5.95M in Q2 2025.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on Strategic Planning Group's 13F filing for Q3 2025, filed 23 Oct 2025.