Creative Financial Designs’s Hartford Total Return Bond ETF HTRB Stock Holding History

Creative Financial Designs’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	–	Sell	-2,738	Closed	-$92.4K	–	2295
2026 Q1	$92.4K	Sell	2,738 -155	-5%	-$5.3K	0.01%	707
2025 Q4	$98.8K	Buy	2,893 +142	+5%	+$4.89K	0.01%	662
2025 Q3	$94.3K	Buy	2,751 +41	+2%	+$1.39K	0.01%	663
2025 Q2	$91.8K	Buy	2,710 +49	+2%	+$1.64K	0.01%	687
2025 Q1	$90.1K	Sell	2,661 -230	-8%	-$7.73K	0.01%	646
2024 Q4	$96.4K	Buy	2,891 +1,547	+115%	+$52.6K	0.01%	613
2024 Q3	$47K	Buy	1,344 +4	+0.3%	+$138	﹤0.01%	788
2024 Q2	$44.9K	Sell	1,340 -25	-2%	-$833	﹤0.01%	772
2024 Q1	$46.1K	Sell	1,365 -63	-4%	-$2.12K	﹤0.01%	746
2023 Q4	$48.6K	Buy	1,428 +3	+0.2%	+$98	﹤0.01%	692
2023 Q3	$45.7K	Sell	1,425 -698	-33%	-$23K	0.01%	652
2023 Q2	$71K	Buy	2,123 +141	+7%	+$4.77K	0.01%	554
2023 Q1	$67.4K	Buy	+1,982	New	+$67K	0.01%	532

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

Creative Financial Designs's HTRB Position: Q2 2026 in Review

Creative Financial Designs sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2026, closing a stake of 2,738 shares — an estimated $92.4K sold.

Creative Financial Designs first reported a position in HTRB in Q1 2023 and held it in 13 quarters. The position peaked at $98.8K in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Creative Financial Designs reported no remaining Hartford Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 2,738 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $92.4K.
Creative Financial Designs first reported a position in Hartford Total Return Bond ETF in Q1 2023 and held it in 13 quarters.
Creative Financial Designs's Hartford Total Return Bond ETF position peaked at $98.8K in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.