First Heartland Consultants’s Hartford Total Return Bond ETF HTRB Stock Holding History

First Heartland Consultants’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	$1.68M	Sell	49,675 -22,399	-31%	-$757K	0.11%	155
2026 Q1	$2.43M	Sell	72,074 -83,543	-54%	-$2.86M	0.19%	105
2025 Q4	$5.31M	Buy	155,617 +5,619	+4%	+$194K	0.4%	63
2025 Q3	$5.14M	Buy	149,998 +19,803	+15%	+$673K	0.41%	66
2025 Q2	$4.41M	Buy	130,195 +124,006	+2,004%	+$4.16M	0.39%	63
2025 Q1	$210K	Buy	6,189 +149	+2%	+$5.01K	0.02%	416
2024 Q4	$201K	Buy	+6,040	New	+$205K	0.02%	432

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

First Heartland Consultants's HTRB Position: Q2 2026 in Review

First Heartland Consultants reduced its Hartford Total Return Bond ETF (HTRB) stake by 31% in Q2 2026, selling an estimated $757K and leaving 49,675 shares worth $1.68M. The position accounts for 0.11% of the portfolio, ranked #155.

First Heartland Consultants first reported a position in HTRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

First Heartland Consultants held 49,675 shares of Hartford Total Return Bond ETF worth $1.68M as of Q2 2026.
First Heartland Consultants sold 22,399 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $757K.
Hartford Total Return Bond ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #155 holding.
First Heartland Consultants first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
First Heartland Consultants's Hartford Total Return Bond ETF position peaked at $5.31M in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.