Capital Analysts LLC’s Hartford Total Return Bond ETF HTRB Stock Holding History

Capital Analysts LLC’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	$1K	Buy	43 +1	+2%	+$34	﹤0.01%	1500
2025 Q4	$1K	Sell	42 -42	-50%	-$1.45K	﹤0.01%	1449
2025 Q3	$3K	Buy	84 +1	+1%	+$34	﹤0.01%	1350
2025 Q2	$3K	Buy	83 +1	+1%	+$34	﹤0.01%	1294
2025 Q1	$3K	Buy	82 +1	+1%	+$34	﹤0.01%	1285
2024 Q4	$3K	Buy	81 +18	+29%	+$612	﹤0.01%	1198
2024 Q3	$2K	Hold	63	–	–	﹤0.01%	1217
2024 Q2	$2K	Sell	63 -73	-54%	-$2.43K	﹤0.01%	1112
2024 Q1	$5K	Buy	136 +73	+116%	+$2.46K	﹤0.01%	984
2023 Q4	$2K	Sell	63 -25	-28%	-$814	﹤0.01%	1022
2023 Q3	$3K	Hold	88	–	–	﹤0.01%	1024
2023 Q2	$3K	Sell	88 -2,199	-96%	-$74.4K	﹤0.01%	923
2023 Q1	$78K	Buy	+2,287	New	+$77.3K	﹤0.01%	515

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

Capital Analysts LLC's HTRB Position: Q1 2026 in Review

Capital Analysts LLC increased its Hartford Total Return Bond ETF (HTRB) stake by 2.4% in Q1 2026, buying an estimated $34 and bringing the position to 43 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Capital Analysts LLC first reported a position in HTRB in Q1 2023 and has held it in 13 quarters since. The position peaked at $78K in Q1 2023. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Capital Analysts LLC held 43 shares of Hartford Total Return Bond ETF worth $1K as of Q1 2026.
Capital Analysts LLC bought 1 Hartford Total Return Bond ETF share in Q1 2026, an estimated $34.
Hartford Total Return Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1500 holding.
Capital Analysts LLC first reported a position in Hartford Total Return Bond ETF in Q1 2023 and has held it in 13 quarters since.
Capital Analysts LLC's Hartford Total Return Bond ETF position peaked at $78K in Q1 2023.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.