EH
HTRB icon

Equitable Holdings’s Hartford Total Return Bond ETF HTRB Stock Holding History

Equitable Holdings’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
-23,038
Closed -$768K – 1363
2024
Q4 		$768K Sell
23,038
-4,126
-15% -$140K 0.01% 748
2024
Q3 		$950K Sell
27,164
-1,655
-6% -$57.1K 0.01% 688
2024
Q2 		$965K Buy
28,819
+2,371
+9% +$79K 0.01% 656
2024
Q1 		$892K Buy
26,448
+2,923
+12% +$98.5K 0.01% 648
2023
Q4 		$801K Buy
+23,525
New +$766K 0.01% 640

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Equitable Holdings's HTRB Position: Q1 2025 in Review

Equitable Holdings sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2025, closing a stake of 23,038 shares — an estimated $768K sold.

Equitable Holdings first reported a position in HTRB in Q4 2023 and held it in 5 quarters. The position peaked at $965K in Q2 2024. 112 funds tracked by Wall St. Rank hold HTRB as of Q1 2025.

  • Equitable Holdings reported no remaining Hartford Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Equitable Holdings sold 23,038 Hartford Total Return Bond ETF shares in Q1 2025, an estimated $768K.
  • Equitable Holdings first reported a position in Hartford Total Return Bond ETF in Q4 2023 and held it in 5 quarters.
  • Equitable Holdings's Hartford Total Return Bond ETF position peaked at $965K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.