Atria Investments’s Hartford Total Return Bond ETF HTRB Stock Holding History

Atria Investments’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	–	Sell	-22,697	Closed	-$766K	–	2198
2026 Q1	$766K	Sell	22,697 -41,503	-65%	-$1.42M	0.01%	1208
2025 Q4	$2.19M	Buy	64,200 +430	+0.7%	+$14.8K	0.02%	689
2025 Q3	$2.19M	Buy	63,770 +6,444	+11%	+$219K	0.03%	686
2025 Q2	$1.94M	Buy	+57,326	New	+$1.92M	0.02%	738

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

Atria Investments's HTRB Position: Q2 2026 in Review

Atria Investments sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2026, closing a stake of 22,697 shares — an estimated $766K sold.

Atria Investments first reported a position in HTRB in Q2 2025 and held it in 4 quarters. The position peaked at $2.19M in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Atria Investments reported no remaining Hartford Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 22,697 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $766K.
Atria Investments first reported a position in Hartford Total Return Bond ETF in Q2 2025 and held it in 4 quarters.
Atria Investments's Hartford Total Return Bond ETF position peaked at $2.19M in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.