GRP
HTRB icon

Global Retirement Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Global Retirement 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 		$119K Buy
+3,538
New +$120K ﹤0.01% 1943
2025
Q4 		$69.6K Sell
2,037
-816
-29% -$28.1K ﹤0.01% 2146
2025
Q3 		$97.8K Sell
2,853
-195
-6% -$6.63K ﹤0.01% 1522
2025
Q2 		$103K Buy
+3,048
New +$102K ﹤0.01% 1421
2024
Q4 		$457K Sell
13,705
-5,281
-28% -$179K 0.01% 661
2024
Q3 		$664K Buy
18,986
+3,964
+26% +$137K 0.02% 555
2024
Q2 		$503K Buy
15,022
+5,008
+50% +$167K 0.02% 611
2024
Q1 		$338K Buy
10,014
+4,160
+71% +$140K 0.01% 620
2023
Q4 		$198K Buy
5,854
+277
+5% +$9.02K 0.01% 756
2023
Q3 		$177K Buy
5,577
+5
+0.1% +$165 0.01% 716
2023
Q2 		$186K Buy
5,572
+1
+0% +$34 0.01% 718
2023
Q1 		$191K Buy
5,571
+503
+10% +$17K 0.01% 684
2022
Q4 		$167K Buy
5,068
+4
+0.1% +$131 0.01% 651
2022
Q3 		$162K Buy
5,064
+512
+11% +$17.6K 0.01% 630
2022
Q2 		$156K Buy
4,552
+502
+12% +$17.6K 0.01% 620
2022
Q1 		$143K Buy
+4,050
New +$154K 0.01% 640
2021
Q4 		– Sell
-4,050
Closed -$165K – 918
2021
Q3 		$165K Buy
4,050
+1,250
+45% +$51.4K 0.02% 513
2021
Q2 		$115K Buy
+2,800
New +$114K 0.01% 597

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
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
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

Global Retirement Partners's HTRB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Hartford Total Return Bond ETF (HTRB) in Q2 2026: 3,538 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1943 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HTRB as recently as Q4 2025.

Global Retirement Partners first reported a position in HTRB in Q2 2021 and has held it in 18 quarters since. The position peaked at $664K in Q3 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Global Retirement Partners held 3,538 shares of Hartford Total Return Bond ETF worth $119K as of Q2 2026.
  • Hartford Total Return Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1943 holding.
  • Global Retirement Partners first reported a position in Hartford Total Return Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Hartford Total Return Bond ETF position peaked at $664K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

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