CIBC Private Wealth Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

CIBC Private Wealth 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
2025 Q4	$210K	Buy	+6,161	New	+$212K	﹤0.01%	1163

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

CIBC Private Wealth Group's HTRB Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Hartford Total Return Bond ETF (HTRB) in Q4 2025: 6,161 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings.

128 funds tracked by Wall St. Rank hold HTRB as of Q4 2025.

CIBC Private Wealth Group held 6,161 shares of Hartford Total Return Bond ETF worth $210K as of Q4 2025.
Hartford Total Return Bond ETF was a new CIBC Private Wealth Group position in Q4 2025.
Hartford Total Return Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1163 holding.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.