Advisornet Financial’s Hartford Total Return Bond ETF HTRB Stock Holding History

Advisornet Financial’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 Q1	$18K	Hold	533	–	–	﹤0.01%	1372
2025 Q4	$18.2K	Hold	533	–	–	﹤0.01%	1366
2025 Q3	$18.3K	Hold	533	–	–	﹤0.01%	1334
2025 Q2	$18.1K	Hold	533	–	–	﹤0.01%	1304
2025 Q1	$18K	Buy	+533	New	+$17.9K	﹤0.01%	1233
2022 Q1	–	Sell	-790	Closed	-$31K	–	2072
2021 Q4	$31K	Buy	790 +190	+32%	+$7.7K	﹤0.01%	1159
2021 Q3	$24K	Hold	600	–	–	﹤0.01%	1202
2021 Q2	$25K	Hold	600	–	–	﹤0.01%	1169
2021 Q1	$24K	Hold	600	–	–	﹤0.01%	1144
2020 Q4	$25K	Hold	600	–	–	﹤0.01%	1070
2020 Q3	$25K	Hold	600	–	–	﹤0.01%	1041
2020 Q2	$25K	Buy	+600	New	+$24.7K	﹤0.01%	1042
2020 Q1	–	Sell	-600	Closed	-$24K	–	1845
2019 Q4	$24K	Hold	600	–	–	﹤0.01%	1131
2019 Q3	$25K	Hold	600	–	–	﹤0.01%	1123
2019 Q2	$24K	Hold	600	–	–	﹤0.01%	1011
2019 Q1	$24K	Buy	+600	New	+$23.6K	﹤0.01%	945

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

MCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisornet Financial's HTRB Position: Q1 2026 in Review

Advisornet Financial held its Hartford Total Return Bond ETF (HTRB) position steady in Q1 2026 at 533 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Advisornet Financial first reported a position in HTRB in Q1 2019 and has held it in 16 quarters since. The position peaked at $31K in Q4 2021. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Advisornet Financial held 533 shares of Hartford Total Return Bond ETF worth $18K as of Q1 2026.
Advisornet Financial left its Hartford Total Return Bond ETF share count unchanged in Q1 2026.
Hartford Total Return Bond ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1372 holding.
Advisornet Financial first reported a position in Hartford Total Return Bond ETF in Q1 2019 and has held it in 16 quarters since.
Advisornet Financial's Hartford Total Return Bond ETF position peaked at $31K in Q4 2021.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.