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 Q2	$183K	Buy	5,437 +4,904	+920%	+$166K	0.01%	681
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 $1.25B 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 $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial's HTRB Position: Q2 2026 in Review

Advisornet Financial increased its Hartford Total Return Bond ETF (HTRB) stake by 920% in Q2 2026, buying an estimated $166K and bringing the position to 5,437 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #681.

Advisornet Financial first reported a position in HTRB in Q1 2019 and has held it in 17 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Advisornet Financial held 5,437 shares of Hartford Total Return Bond ETF worth $183K as of Q2 2026.
Advisornet Financial bought 4,904 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $166K.
Hartford Total Return Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #681 holding.
Advisornet Financial first reported a position in Hartford Total Return Bond ETF in Q1 2019 and has held it in 17 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.