Concurrent Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Concurrent Investment Advisors’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	$226K	Sell	6,686 -143	-2%	-$4.83K	﹤0.01%	1872
2026 Q1	$230K	Sell	6,829 -141	-2%	-$4.82K	﹤0.01%	1656
2025 Q4	$238K	Buy	6,970 +768	+12%	+$26.5K	﹤0.01%	1540
2025 Q3	$213K	Sell	6,202 -150	-2%	-$5.1K	﹤0.01%	1330
2025 Q2	$215K	Sell	6,352 -667	-10%	-$22.4K	﹤0.01%	1233
2025 Q1	$238K	Sell	7,019 -49,278	-88%	-$1.66M	0.01%	1043
2024 Q4	$1.88M	Sell	56,297 -10,971	-16%	-$373K	0.05%	339
2024 Q3	$2.35M	Sell	67,268 -51,247	-43%	-$1.77M	0.07%	273
2024 Q2	$3.97M	Buy	+118,515	New	+$3.95M	0.13%	162

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

Concurrent Investment Advisors's HTRB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 2.1% in Q2 2026, selling an estimated $4.83K and leaving 6,686 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Concurrent Investment Advisors first reported a position in HTRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.97M in Q2 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Concurrent Investment Advisors held 6,686 shares of Hartford Total Return Bond ETF worth $226K as of Q2 2026.
Concurrent Investment Advisors sold 143 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $4.83K.
Hartford Total Return Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1872 holding.
Concurrent Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Hartford Total Return Bond ETF position peaked at $3.97M in Q2 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.