Envestnet Portfolio Solutions’s Hartford Total Return Bond ETF HTRB Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-97,196	Closed	-$3.24M	–	1662
2024 Q4	$3.24M	Buy	97,196 +3,993	+4%	+$136K	0.01%	517
2024 Q3	$3.26M	Buy	93,203 +2,590	+3%	+$89.4K	0.01%	507
2024 Q2	$3.03M	Buy	90,613 +123	+0.1%	+$4.1K	0.01%	510
2024 Q1	$3.05M	Buy	90,490 +5,324	+6%	+$179K	0.01%	518
2023 Q4	$2.9M	Buy	85,166 +3,145	+4%	+$102K	0.01%	489
2023 Q3	$2.63M	Buy	+82,021	New	+$2.7M	0.01%	470

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Envestnet Portfolio Solutions's HTRB Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 97,196 shares — an estimated $3.24M sold.

Envestnet Portfolio Solutions first reported a position in HTRB in Q3 2023 and held it in 6 quarters. The position peaked at $3.26M in Q3 2024. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 97,196 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $3.24M.
Envestnet Portfolio Solutions first reported a position in Hartford Total Return Bond ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's Hartford Total Return Bond ETF position peaked at $3.26M in Q3 2024.
112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.