Cambridge Investment Research Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Cambridge Investment Research Advisors’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	$212K	Sell	6,284 -1,497	-19%	-$50.6K	﹤0.01%	3512
2026 Q1	$263K	Sell	7,781 -1,789	-19%	-$61.2K	﹤0.01%	3402
2025 Q4	$327K	Sell	9,570 -1,587	-14%	-$54.7K	﹤0.01%	3114
2025 Q3	$383K	Sell	11,157 -1,771	-14%	-$60.2K	﹤0.01%	2907
2025 Q2	$438K	Buy	12,928 +37	+0.3%	+$1.24K	﹤0.01%	2661
2025 Q1	$436K	Sell	12,891 -1,169	-8%	-$39.3K	﹤0.01%	2563
2024 Q4	$469K	Sell	14,060 -543	-4%	-$18.4K	﹤0.01%	2482
2024 Q3	$511K	Sell	14,603 -221	-1%	-$7.62K	﹤0.01%	2402
2024 Q2	$496K	Sell	14,824 -932	-6%	-$31.1K	﹤0.01%	2309
2024 Q1	$532K	Sell	15,756 -1,611	-9%	-$54.3K	﹤0.01%	2226
2023 Q4	$591K	Sell	17,367 -722	-4%	-$23.5K	﹤0.01%	2054
2023 Q3	$580K	Sell	18,089 -18,008	-50%	-$594K	﹤0.01%	1963
2023 Q2	$1.21M	Sell	36,097 -1,938	-5%	-$65.5K	0.01%	1481
2023 Q1	$1.29M	Buy	38,035 +43	+0.1%	+$1.45K	0.01%	1400
2022 Q4	$1.25M	Sell	37,992 -6,816	-15%	-$223K	0.01%	1361
2022 Q3	$1.45M	Sell	44,808 -1,100	-2%	-$37.8K	0.01%	1234
2022 Q2	$1.57M	Sell	45,908 -211,494	-82%	-$7.42M	0.01%	1178
2022 Q1	$9.48M	Buy	257,402 +59,338	+30%	+$2.26M	0.04%	391
2021 Q4	$7.87M	Buy	198,064 +2,608	+1%	+$106K	0.04%	467
2021 Q3	$7.96M	Sell	195,456 -3,451	-2%	-$142K	0.04%	428
2021 Q2	$8.15M	Buy	198,907 +80,507	+68%	+$3.27M	0.04%	434
2021 Q1	$4.76M	Buy	118,400 +7,199	+6%	+$295K	0.03%	585
2020 Q4	$4.64M	Buy	111,201 +3,364	+3%	+$140K	0.03%	551
2020 Q3	$4.46M	Sell	107,837 -3,655	-3%	-$154K	0.03%	499
2020 Q2	$4.67M	Buy	+111,492	New	+$4.58M	0.04%	466
2020 Q1	–	Sell	-5,518	Closed	-$222K	–	2366
2019 Q4	$222K	Sell	5,518 -252	-4%	-$10.4K	﹤0.01%	2133
2019 Q3	$239K	Sell	5,770 -378	-6%	-$15.6K	﹤0.01%	1991
2019 Q2	$251K	Sell	6,148 -1,625	-21%	-$65.3K	﹤0.01%	1863
2019 Q1	$311K	Hold	7,773	–	–	﹤0.01%	1781
2018 Q4	$301K	Buy	+7,773	New	+$300K	﹤0.01%	1668

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Cambridge Investment Research Advisors's HTRB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 19% in Q2 2026, selling an estimated $50.6K and leaving 6,284 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #3512.

Cambridge Investment Research Advisors first reported a position in HTRB in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.48M in Q1 2022. 40 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Cambridge Investment Research Advisors held 6,284 shares of Hartford Total Return Bond ETF worth $212K as of Q2 2026.
Cambridge Investment Research Advisors sold 1,497 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $50.6K.
Hartford Total Return Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3512 holding.
Cambridge Investment Research Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2018 and has held it in 30 quarters since.
Cambridge Investment Research Advisors's Hartford Total Return Bond ETF position peaked at $9.48M in Q1 2022.
40 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.