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Alongside’s Hartford Total Return Bond ETF HTRB Stock Holding History

Alongside’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
2025
Q4 		$12.4M Buy
+362,094
New +$12.5M 4.11% 7

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alongside's HTRB Position: Q2 2026 in Review

Alongside 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. This is a return to the name: Alongside previously reported a position in HTRB as recently as Q4 2025.

Alongside first reported a position in HTRB in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.4M in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Alongside 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 Alongside position in Q2 2026.
  • Hartford Total Return Bond ETF made up 0.44% of Alongside's portfolio in Q2 2026, its #52 holding.
  • Alongside first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Alongside's Hartford Total Return Bond ETF position peaked at $12.4M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.