Carson Wealth (CWM LLC)
HTRB icon

Carson Wealth (CWM LLC)’s Hartford Total Return Bond ETF HTRB Stock Holding History

Carson Wealth (CWM 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 		$229K Sell
6,797
-974
-13% -$33.3K ﹤0.01% 2612
2025
Q4 		$265K Sell
7,771
-396
-5% -$13.6K ﹤0.01% 2333
2025
Q3 		$280K Buy
8,167
+920
+13% +$31.3K ﹤0.01% 2187
2025
Q2 		$245K Sell
7,247
-3,288
-31% -$110K ﹤0.01% 2000
2025
Q1 		$357K Buy
10,535
+9,414
+840% +$317K ﹤0.01% 1588
2024
Q4 		$37K Sell
1,121
-4,596
-80% -$156K ﹤0.01% 3007
2024
Q3 		$200K Sell
5,717
-2,000
-26% -$69K ﹤0.01% 1755
2024
Q2 		$258K Sell
7,717
-3,032
-28% -$101K ﹤0.01% 1456
2024
Q1 		$363K Buy
10,749
+3,520
+49% +$119K ﹤0.01% 1252
2023
Q4 		$246K Buy
7,229
+353
+5% +$11.5K ﹤0.01% 1330
2023
Q3 		$221K Buy
6,876
+6,296
+1,086% +$208K ﹤0.01% 1272
2023
Q2 		$19K Hold
580
– – ﹤0.01% 2671
2023
Q1 		$20K Sell
580
-102
-15% -$3.45K ﹤0.01% 2509
2022
Q4 		$23K Sell
682
-1,056
-61% -$34.6K ﹤0.01% 2266
2022
Q3 		$56K Hold
1,738
– – ﹤0.01% 1613
2022
Q2 		$59K Sell
1,738
-293
-14% -$10.3K ﹤0.01% 1552
2022
Q1 		$75K Sell
2,031
-15,179
-88% -$578K ﹤0.01% 1439
2021
Q4 		$684K Buy
+17,210
New +$697K ﹤0.01% 653
2021
Q2 		$472K Hold
11,525
– – ﹤0.01% 688
2021
Q1 		$472K Hold
11,525
– – ﹤0.01% 688
2020
Q4 		$472K Hold
11,525
– – ﹤0.01% 688
2020
Q3 		$472K Hold
11,525
– – ﹤0.01% 688
2020
Q2 		$472K Hold
11,525
– – ﹤0.01% 688
2020
Q1 		$472K Hold
11,525
– – ﹤0.01% 688
2019
Q4 		$472K Hold
11,525
– – ﹤0.01% 688
2019
Q3 		$472K Hold
11,525
– – ﹤0.01% 688
2019
Q2 		$472K Hold
11,525
– – ﹤0.01% 688
2019
Q1 		$472K Buy
+11,525
New +$453K ﹤0.01% 688

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HTRB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Hartford Total Return Bond ETF (HTRB) stake by 13% in Q1 2026, selling an estimated $33.3K and leaving 6,797 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Carson Wealth (CWM LLC) first reported a position in HTRB in Q1 2019 and has held it in 28 quarters since. The position peaked at $684K in Q4 2021. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,797 shares of Hartford Total Return Bond ETF worth $229K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 974 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $33.3K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2612 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hartford Total Return Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Hartford Total Return Bond ETF position peaked at $684K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.