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

Atria Wealth Solutions’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
2025 Q2	$585K	Sell	17,210 -12,067	-41%	-$405K	0.01%	844
2025 Q1	$995K	Sell	29,277 -28,700	-50%	-$965K	0.01%	901
2024 Q4	$1.94M	Sell	57,977 -41,955	-42%	-$1.43M	0.02%	654
2024 Q3	$3.5M	Sell	99,932 -2,090	-2%	-$72.1K	0.04%	442
2024 Q2	$3.43M	Buy	102,022 +8,347	+9%	+$278K	0.04%	442
2024 Q1	$3.17M	Sell	93,675 -3,215	-3%	-$108K	0.04%	471
2023 Q4	$3.31M	Buy	96,890 +5,580	+6%	+$182K	0.04%	431
2023 Q3	$2.94M	Buy	91,310 +557	+0.6%	+$18.4K	0.04%	441
2023 Q2	$3.04M	Buy	90,753 +7,429	+9%	+$251K	0.04%	439
2023 Q1	$2.84M	Buy	83,324 +8,295	+11%	+$280K	0.04%	420
2022 Q4	$2.48M	Buy	75,029 +7,937	+12%	+$260K	0.04%	440
2022 Q3	$2.18M	Buy	+67,092	New	+$2.3M	0.04%	453
2022 Q2	–	Sell	-5,552	Closed	-$205K	–	1750
2022 Q1	$205K	Buy	+5,552	New	+$211K	﹤0.01%	1585

Other funds holding HTRB

HFM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Atria Wealth Solutions's HTRB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Hartford Total Return Bond ETF (HTRB) stake by 41% in Q2 2025, selling an estimated $405K and leaving 17,210 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #844.

Atria Wealth Solutions first reported a position in HTRB in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.5M in Q3 2024. 118 funds tracked by Wall St. Rank hold HTRB as of Q2 2025.

Atria Wealth Solutions held 17,210 shares of Hartford Total Return Bond ETF worth $585K as of Q2 2025.
Atria Wealth Solutions sold 12,067 Hartford Total Return Bond ETF shares in Q2 2025, an estimated $405K.
Hartford Total Return Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #844 holding.
Atria Wealth Solutions first reported a position in Hartford Total Return Bond ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Hartford Total Return Bond ETF position peaked at $3.5M in Q3 2024.
118 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.