CFO4Life Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

CFO4Life Group’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	$4.18M	Sell	123,973 -380	-0.3%	-$12.8K	0.56%	39
2026 Q1	$4.2M	Buy	124,353 +4,532	+4%	+$155K	0.64%	37
2025 Q4	$4.09M	Sell	119,821 -5,694	-5%	-$196K	0.58%	38
2025 Q3	$4.3M	Buy	125,515 +5,383	+4%	+$183K	0.63%	36
2025 Q2	$4.07M	Sell	120,132 -2,120	-2%	-$71.1K	0.64%	35
2025 Q1	$4.14M	Buy	122,252 +11,929	+11%	+$401K	0.7%	35
2024 Q4	$3.68M	Buy	+110,323	New	+$3.75M	0.65%	31

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

CFO4Life Group's HTRB Position: Q2 2026 in Review

CFO4Life Group reduced its Hartford Total Return Bond ETF (HTRB) stake by 0.31% in Q2 2026, selling an estimated $12.8K and leaving 123,973 shares worth $4.18M. The position accounts for 0.56% of the portfolio, ranked #39.

CFO4Life Group first reported a position in HTRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q3 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

CFO4Life Group held 123,973 shares of Hartford Total Return Bond ETF worth $4.18M as of Q2 2026.
CFO4Life Group sold 380 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $12.8K.
Hartford Total Return Bond ETF made up 0.56% of CFO4Life Group's portfolio in Q2 2026, its #39 holding.
CFO4Life Group first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
CFO4Life Group's Hartford Total Return Bond ETF position peaked at $4.3M in Q3 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.