Freedom Financial Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Freedom Financial Partners’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	$4.69M	Buy	138,907 +511	+0.4%	+$17.3K	1.53%	20
2026 Q1	$4.67M	Buy	138,396 +9,850	+8%	+$337K	1.66%	19
2025 Q4	$4.39M	Buy	128,546 +7,215	+6%	+$249K	1.6%	19
2025 Q3	$4.16M	Buy	121,331 +11,444	+10%	+$389K	1.59%	19
2025 Q2	$3.72M	Buy	109,887 +4,558	+4%	+$153K	1.57%	18
2025 Q1	$3.57M	Buy	105,329 +45,679	+77%	+$1.54M	1.66%	17
2024 Q4	$1.99M	Buy	+59,650	New	+$2.03M	0.96%	20

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

Freedom Financial Partners's HTRB Position: Q2 2026 in Review

Freedom Financial Partners increased its Hartford Total Return Bond ETF (HTRB) stake by 0.37% in Q2 2026, buying an estimated $17.3K and bringing the position to 138,907 shares worth $4.69M. The position accounts for 1.53% of the portfolio, ranked #20.

Freedom Financial Partners first reported a position in HTRB in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Freedom Financial Partners held 138,907 shares of Hartford Total Return Bond ETF worth $4.69M as of Q2 2026.
Freedom Financial Partners bought 511 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $17.3K.
Hartford Total Return Bond ETF made up 1.53% of Freedom Financial Partners's portfolio in Q2 2026, its #20 holding.
Freedom Financial Partners first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.