Atticus Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Atticus Wealth Management’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	$17.1M	Buy	507,709 +33,006	+7%	+$1.12M	4.08%	5
2026 Q1	$16M	Sell	474,703 -4,785	-1%	-$164K	4.34%	4
2025 Q4	$16.4M	Buy	479,488 +29,355	+7%	+$1.01M	4.04%	4
2025 Q3	$15.4M	Buy	450,133 +97,328	+28%	+$3.31M	3.9%	4
2025 Q2	$11.9M	Buy	352,805 +12,651	+4%	+$424K	3.23%	5
2025 Q1	$11.5M	Buy	340,154 +154,148	+83%	+$5.18M	3.76%	5
2024 Q4	$6.2M	Sell	186,006 -168,402	-48%	-$5.72M	1.93%	11
2024 Q3	$12.4M	Buy	+354,408	New	+$12.2M	3.98%	4

Other funds holding HTRB

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Atticus Wealth Management's HTRB Position: Q2 2026 in Review

Atticus Wealth Management increased its Hartford Total Return Bond ETF (HTRB) stake by 7% in Q2 2026, buying an estimated $1.12M and bringing the position to 507,709 shares worth $17.1M. The position accounts for 4.08% of the portfolio, ranked #5.

Atticus Wealth Management first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Atticus Wealth Management held 507,709 shares of Hartford Total Return Bond ETF worth $17.1M as of Q2 2026.
Atticus Wealth Management bought 33,006 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $1.12M.
Hartford Total Return Bond ETF made up 4.08% of Atticus Wealth Management's portfolio in Q2 2026, its #5 holding.
Atticus Wealth Management first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.