FWL INVESTMENT MANAGEMENT, LLC HTRB β€” HARTFORD TOTAL RETURN BOND ETF

Ownership history in FWL INVESTMENT MANAGEMENT, LLC  Β·  1 quarter on record

AI Ownership Summary

FWL INVESTMENT MANAGEMENT, LLC reported HARTFORD TOTAL RETURN BOND ETF (HTRB) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows HTRB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FWL INVESTMENT MANAGEMENT, LLC's position in HARTFORD TOTAL RETURN BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HTRB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FWL INVESTMENT MANAGEMENT, LLC held HTRB β€” position size vs. price
% of Fund (quarterly)    HTRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 1 β€” β€” 0.00% $36 2025-11-17 $33.42

FAQ About FWL INVESTMENT MANAGEMENT, LLC and HTRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FWL INVESTMENT MANAGEMENT, LLC reported owning HTRB?

FWL INVESTMENT MANAGEMENT, LLC reported HTRB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported HTRB position in FWL INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for HTRB was 0.00% in 2025 Q3.

What is the latest reported HTRB position on this page?

The most recent filing on this page is 2025 Q3, when FWL INVESTMENT MANAGEMENT, LLC reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $36.

What does the chart on this HTRB ownership page compare?

The chart compares FWL INVESTMENT MANAGEMENT, LLC's quarterly HTRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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