Bank of Montreal’s Hartford Total Return Bond ETF HTRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334M Buy
9,895,819
+1,231,316
+14% +$41.6M 0.11% 149
2026
Q1
$292M Buy
8,664,503
+8,651,815
+68,189% +$296M 0.11% 165
2025
Q4
$433K Buy
+12,688
New +$437K ﹤0.01% 2380
2024
Q3
Sell
-152
Closed -$5.15K 4016
2024
Q2
$5.15K Buy
+152
New +$5.07K ﹤0.01% 3718
2024
Q1
Sell
-184,968
Closed -$6.29M 4080
2023
Q4
$6.29M Buy
+184,968
New +$6.02M ﹤0.01% 1189
2023
Q3
Sell
-30,928
Closed -$1.05M 4004
2023
Q2
$1.05M Buy
+30,928
New +$1.05M ﹤0.01% 2159

Other funds holding HTRB

Bank of Montreal's HTRB Position: Q2 2026 in Review

Bank of Montreal increased its Hartford Total Return Bond ETF (HTRB) stake by 14% in Q2 2026, buying an estimated $41.6M and bringing the position to 9,895,819 shares worth $334M. The position accounts for 0.11% of the portfolio, ranked #149.

Bank of Montreal first reported a position in HTRB in Q2 2023 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Bank of Montreal held 9,895,819 shares of Hartford Total Return Bond ETF worth $334M as of Q2 2026.
  • Bank of Montreal bought 1,231,316 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $41.6M.
  • Hartford Total Return Bond ETF made up 0.11% of Bank of Montreal's portfolio in Q2 2026, its #149 holding.
  • Bank of Montreal first reported a position in Hartford Total Return Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.