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 Q2	$124K	Hold	3,687	–	–	0.01%	99
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

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

Glassman Wealth Services's HTRB Position: Q2 2026 in Review

Glassman Wealth Services held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 3,687 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #99.

Glassman Wealth Services first reported a position in HTRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $129K in Q3 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Glassman Wealth Services held 3,687 shares of Hartford Total Return Bond ETF worth $124K as of Q2 2026.
Glassman Wealth Services left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
Hartford Total Return Bond ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #99 holding.
Glassman Wealth Services first reported a position in Hartford Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
Glassman Wealth Services's Hartford Total Return Bond ETF position peaked at $129K in Q3 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.