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Evolve Private Wealth’s Hartford Total Return Bond ETF HTRB Stock Holding History

Evolve Private Wealth’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 		$51.1M Buy
1,508,341
+92,428
+7% +$3.12M 3.12% 1
2026
Q1 		$47.8M Buy
1,415,913
+146,564
+12% +$5.01M 2.55% 5
2025
Q4 		$43.7M Buy
+1,269,349
New +$43.7M 2.59% 5

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Evolve Private Wealth's HTRB Position: Q2 2026 in Review

Evolve Private Wealth increased its Hartford Total Return Bond ETF (HTRB) stake by 6.5% in Q2 2026, buying an estimated $3.12M and bringing the position to 1,508,341 shares worth $51.1M. The position accounts for 3.12% of the portfolio, ranked #1.

Evolve Private Wealth first reported a position in HTRB in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Evolve Private Wealth held 1,508,341 shares of Hartford Total Return Bond ETF worth $51.1M as of Q2 2026.
  • Evolve Private Wealth bought 92,428 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $3.12M.
  • Hartford Total Return Bond ETF made up 3.12% of Evolve Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Evolve Private Wealth first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.