Allworth Financial’s Hartford Core Bond ETF HCRB Stock Holding History

Allworth Financial’s Portfolio HCRB Stock Details HCRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.5M	Sell	214,321 -16,727	-7%	-$587K	0.03%	281
2026 Q1	$8.1M	Sell	231,048 -1,078	-0.5%	-$38.2K	0.03%	285
2025 Q4	$8.23M	Buy	232,126 +1,029	+0.4%	+$36.7K	0.03%	272
2025 Q3	$8.2M	Sell	231,097 -11,277	-5%	-$397K	0.04%	239
2025 Q2	$8.5M	Buy	242,374 +32,063	+15%	+$1.12M	0.04%	221
2025 Q1	$7.34M	Buy	210,311 +1,001	+0.5%	+$34.8K	0.04%	220
2024 Q4	$7.23M	Buy	209,310 +123,839	+145%	+$4.35M	0.04%	215
2024 Q3	$3.08M	Sell	85,471 -5,877	-6%	-$209K	0.02%	269
2024 Q2	$3.19M	Buy	91,348 +11,112	+14%	+$383K	0.02%	254
2024 Q1	$2.8M	Buy	80,236 +4,260	+6%	+$148K	0.02%	259
2023 Q4	$2.67M	Buy	75,976 +25,752	+51%	+$867K	0.02%	266
2023 Q3	$1.67M	Buy	50,224 +38,486	+328%	+$1.31M	0.01%	301
2023 Q2	$406K	Buy	11,738 +11,650	+13,239%	+$406K	﹤0.01%	546
2023 Q1	$3.09K	Buy	+88	New	+$3.06K	﹤0.01%	2224

Other funds holding HCRB

HFM

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allworth Financial's HCRB Position: Q2 2026 in Review

Allworth Financial reduced its Hartford Core Bond ETF (HCRB) stake by 7.2% in Q2 2026, selling an estimated $587K and leaving 214,321 shares worth $7.5M. The position accounts for 0.03% of the portfolio, ranked #281.

Allworth Financial first reported a position in HCRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.5M in Q2 2025. 24 funds tracked by Wall St. Rank hold HCRB as of Q2 2026.

Allworth Financial held 214,321 shares of Hartford Core Bond ETF worth $7.5M as of Q2 2026.
Allworth Financial sold 16,727 Hartford Core Bond ETF shares in Q2 2026, an estimated $587K.
Hartford Core Bond ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #281 holding.
Allworth Financial first reported a position in Hartford Core Bond ETF in Q1 2023 and has held it in 14 quarters since.
Allworth Financial's Hartford Core Bond ETF position peaked at $8.5M in Q2 2025.
24 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.