Catalyst Financial Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Catalyst Financial Partners’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	$25.3M	Buy	750,389 +38,991	+5%	+$1.32M	2.51%	10
2026 Q1	$24M	Buy	711,398 +55,162	+8%	+$1.89M	2.83%	9
2025 Q4	$22.4M	Buy	656,236 +46,183	+8%	+$1.59M	2.5%	10
2025 Q3	$20.9M	Buy	610,053 +46,145	+8%	+$1.57M	2.52%	10
2025 Q2	$19.1M	Buy	563,908 +45,173	+9%	+$1.51M	2.08%	10
2025 Q1	$17.6M	Buy	518,735 +247,107	+91%	+$8.31M	3.23%	7
2024 Q4	$9.05M	Buy	+271,628	New	+$9.23M	1.7%	13

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Catalyst Financial Partners's HTRB Position: Q2 2026 in Review

Catalyst Financial Partners increased its Hartford Total Return Bond ETF (HTRB) stake by 5.5% in Q2 2026, buying an estimated $1.32M and bringing the position to 750,389 shares worth $25.3M. The position accounts for 2.51% of the portfolio, ranked #10.

Catalyst Financial Partners first reported a position in HTRB in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Catalyst Financial Partners held 750,389 shares of Hartford Total Return Bond ETF worth $25.3M as of Q2 2026.
Catalyst Financial Partners bought 38,991 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $1.32M.
Hartford Total Return Bond ETF made up 2.51% of Catalyst Financial Partners's portfolio in Q2 2026, its #10 holding.
Catalyst Financial Partners first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.