Congress Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Congress Wealth Management’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 Q2	$2.63M	Buy	+77,537	New	+$2.6M	0.03%	513

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Congress Wealth Management's HTRB Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Hartford Total Return Bond ETF (HTRB) in Q2 2025: 77,537 shares worth $2.63M. The stake represents 0.03% of the portfolio and ranks #513 among its holdings.

118 funds tracked by Wall St. Rank hold HTRB as of Q2 2025.

Congress Wealth Management held 77,537 shares of Hartford Total Return Bond ETF worth $2.63M as of Q2 2025.
Hartford Total Return Bond ETF was a new Congress Wealth Management position in Q2 2025.
Hartford Total Return Bond ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #513 holding.
118 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.