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
Q2 		$3.91M Buy
115,905
+21,798
+23% +$737K ﹤0.01% 1795
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 $1.25B 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 $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
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

Cetera Investment Advisers's HTRB Position: Q2 2026 in Review

Cetera Investment Advisers increased its Hartford Total Return Bond ETF (HTRB) stake by 23% in Q2 2026, buying an estimated $737K and bringing the position to 115,905 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Cetera Investment Advisers first reported a position in HTRB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.74M in Q4 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Cetera Investment Advisers held 115,905 shares of Hartford Total Return Bond ETF worth $3.91M as of Q2 2026.
  • Cetera Investment Advisers bought 21,798 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $737K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1795 holding.
  • Cetera Investment Advisers first reported a position in Hartford Total Return Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Hartford Total Return Bond ETF position peaked at $6.74M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.