Baird Financial Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Baird Financial Group’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 Q1	$2.87M	Buy	85,158 +4,850	+6%	+$166K	﹤0.01%	924
2025 Q4	$2.74M	Sell	80,308 -191	-0.2%	-$6.58K	﹤0.01%	943
2025 Q3	$2.76M	Sell	80,499 -5,018	-6%	-$171K	﹤0.01%	939
2025 Q2	$2.9M	Sell	85,517 -2,677	-3%	-$89.7K	0.01%	893
2025 Q1	$2.99M	Buy	88,194 +12,017	+16%	+$404K	0.01%	840
2024 Q4	$2.54M	Sell	76,177 -2,114	-3%	-$71.8K	﹤0.01%	897
2024 Q3	$2.74M	Sell	78,291 -76,525	-49%	-$2.64M	0.01%	866
2024 Q2	$5.18M	Buy	154,816 +16,323	+12%	+$544K	0.01%	655
2024 Q1	$4.67M	Sell	138,493 -790	-0.6%	-$26.6K	0.01%	680
2023 Q4	$4.74M	Buy	+139,283	New	+$4.54M	0.01%	671

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

MCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Baird Financial Group's HTRB Position: Q1 2026 in Review

Baird Financial Group increased its Hartford Total Return Bond ETF (HTRB) stake by 6% in Q1 2026, buying an estimated $166K and bringing the position to 85,158 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Baird Financial Group first reported a position in HTRB in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.18M in Q2 2024. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Baird Financial Group held 85,158 shares of Hartford Total Return Bond ETF worth $2.87M as of Q1 2026.
Baird Financial Group bought 4,850 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $166K.
Hartford Total Return Bond ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #924 holding.
Baird Financial Group first reported a position in Hartford Total Return Bond ETF in Q4 2023 and has held it in 10 quarters since.
Baird Financial Group's Hartford Total Return Bond ETF position peaked at $5.18M in Q2 2024.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.