Joel Greenblatt's HTRB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 43,631 shares of Hartford Total Return Bond ETF (HTRB) worth $1.47 M, representing 0.00% of the portfolio. First purchased in 2024-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in HTRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 4,399 shares. Largest reduction occurred in Q2 2025, reducing 981 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Hartford Total Return Bond ETF (HTRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Hartford Total Return Bond ETF (HTRB) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1,902 | Add 4.56% | 43,631 | $33.74 |
| Q1 2026 | +2,237 | Add 5.66% | 41,729 | $33.74 |
| Q4 2025 | +4,399 | Add 12.54% | 39,492 | $34.15 |
| Q2 2025 | -981 | Reduce 2.72% | 35,093 | $33.87 |
| Q1 2025 | +2,436 | Add 7.24% | 36,074 | $33.86 |
| Q3 2024 | +1,316 | Add 4.07% | 33,638 | $34.96 |
| Q2 2024 | +2,313 | Add 7.71% | 32,322 | $33.49 |
| Q1 2024 | +30,009 | New Buy | 30,009 | $33.74 |
Joel Greenblatt's Hartford Total Return Bond ETF Investment FAQs
Joel Greenblatt first purchased Hartford Total Return Bond ETF (HTRB) in Q1 2024, acquiring 30,009 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Hartford Total Return Bond ETF (HTRB) for 10 quarters since Q1 2024.
Joel Greenblatt's largest addition to Hartford Total Return Bond ETF (HTRB) was in Q1 2024, adding 30,009 shares worth $1.01 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 43,631 shares of Hartford Total Return Bond ETF (HTRB), valued at approximately $1.47 M.
As of the Q2 2026 filing, Hartford Total Return Bond ETF (HTRB) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Hartford Total Return Bond ETF (HTRB) was 43,631 shares, as reported at the end of Q2 2026.