Glassman Wealth Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Glassman Wealth Services’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 Q1	$124K	Hold	3,687	–	–	0.02%	92
2025 Q4	$126K	Hold	3,687	–	–	0.02%	91
2025 Q3	$126K	Hold	3,687	–	–	0.02%	86
2025 Q2	$125K	Hold	3,687	–	–	0.02%	85
2025 Q1	$125K	Hold	3,687	–	–	0.02%	80
2024 Q4	$123K	Hold	3,687	–	–	0.02%	78
2024 Q3	$129K	Hold	3,687	–	–	0.02%	79
2024 Q2	$123K	Hold	3,687	–	–	0.02%	83
2024 Q1	$124K	Buy	+3,687	New	+$124K	0.03%	80

Other funds holding HTRB

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Bank of America

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

Evolve Private Wealth Los Angeles, California $1.87B AUM

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return