Cetera Investment Advisers
HTRB icon

Cetera Investment Advisers’s Hartford Total Return Bond ETF HTRB Stock Holding History

Cetera Investment Advisers’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 		$3.18M Sell
94,107
-93,558
-50% -$3.2M ﹤0.01% 1848
2025
Q4 		$6.41M Buy
187,665
+7,242
+4% +$249K 0.01% 1298
2025
Q3 		$6.19M Buy
180,423
+21,786
+14% +$741K 0.01% 1271
2025
Q2 		$5.37M Buy
158,637
+3,789
+2% +$127K 0.01% 1144
2025
Q1 		$5.24M Sell
154,848
-47,382
-23% -$1.59M 0.01% 1086
2024
Q4 		$6.74M Buy
202,230
+17,062
+9% +$580K 0.01% 887
2024
Q3 		$6.47M Buy
185,168
+17,381
+10% +$600K 0.01% 875
2024
Q2 		$5.62M Sell
167,787
-3,724
-2% -$124K 0.01% 942
2024
Q1 		$5.79M Buy
171,511
+120,669
+237% +$4.06M 0.01% 911
2023
Q4 		$1.73M Buy
50,842
+1,815
+4% +$59.1K 0.01% 857
2023
Q3 		$1.57M Buy
49,027
+390
+0.8% +$12.9K 0.01% 852
2023
Q2 		$1.63M Buy
48,637
+7,138
+17% +$241K 0.01% 860
2023
Q1 		$1.41M Buy
41,499
+23,370
+129% +$790K 0.01% 884
2022
Q4 		$599K Buy
+18,129
New +$594K 0.01% 1278

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.87B AUM
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return