49 Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

49 Wealth 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	$2.29M	Buy	+67,919	New	+$2.3M	0.44%	52

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

MCIA

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

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

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

49 Wealth Management's HTRB Position: Q2 2026 in Review

49 Wealth Management opened a new position in Hartford Total Return Bond ETF (HTRB) in Q2 2026: 67,919 shares worth $2.29M. The stake represents 0.44% of the portfolio and ranks #52 among its holdings.

124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

49 Wealth Management held 67,919 shares of Hartford Total Return Bond ETF worth $2.29M as of Q2 2026.
Hartford Total Return Bond ETF was a new 49 Wealth Management position in Q2 2026.
Hartford Total Return Bond ETF made up 0.44% of 49 Wealth Management's portfolio in Q2 2026, its #52 holding.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.