CIA
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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
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 $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return