Apella Capital’s Hartford Total Return Bond ETF HTRB Stock Holding History

Apella Capital’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	$6.17M	Buy	183,718 +18,112	+11%	+$612K	0.09%	150
2026 Q1	$5.65M	Buy	165,606 +21,125	+15%	+$722K	0.08%	151
2025 Q4	$4.93M	Buy	144,481 +16,826	+13%	+$580K	0.1%	135
2025 Q3	$4.43M	Buy	127,655 +115,901	+986%	+$3.94M	0.1%	130
2025 Q2	$395K	Buy	+11,754	New	+$394K	0.01%	323

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

Apella Capital's HTRB Position: Q2 2026 in Review

Apella Capital increased its Hartford Total Return Bond ETF (HTRB) stake by 11% in Q2 2026, buying an estimated $612K and bringing the position to 183,718 shares worth $6.17M. The position accounts for 0.09% of the portfolio, ranked #150.

Apella Capital first reported a position in HTRB in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Apella Capital held 183,718 shares of Hartford Total Return Bond ETF worth $6.17M as of Q2 2026.
Apella Capital bought 18,112 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $612K.
Hartford Total Return Bond ETF made up 0.09% of Apella Capital's portfolio in Q2 2026, its #150 holding.
Apella Capital first reported a position in Hartford Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.