Golden State Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Golden State Wealth Management’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	$568K	Buy	16,828 +18	+0.1%	+$608	0.05%	264
2026 Q1	$567K	Sell	16,810 -27,368	-62%	-$936K	0.06%	233
2025 Q4	$1.51M	Sell	44,178 -1,057	-2%	-$36.4K	0.16%	108
2025 Q3	$1.55M	Sell	45,235 -172	-0.4%	-$5.85K	0.17%	104
2025 Q2	$1.54M	Sell	45,407 -1,043	-2%	-$35K	0.19%	101
2025 Q1	$1.57M	Sell	46,450 -67,003	-59%	-$2.25M	0.23%	83
2024 Q4	$3.78M	Buy	+113,453	New	+$3.85M	0.57%	34
2022 Q1	$2.48M	Sell	67,357 -1,681	-2%	-$64K	0.49%	38
2021 Q4	$2.74M	Buy	69,038 +63,674	+1,187%	+$2.58M	0.47%	38
2021 Q3	$218K	Buy	+5,364	New	+$221K	0.05%	278
2021 Q1	–	Sell	-79,012	Closed	-$3.3M	–	217
2020 Q4	$3.3M	Sell	79,012 -10,267	-11%	-$427K	0.96%	20
2020 Q3	$3.69M	Sell	89,279 -63,964	-42%	-$2.7M	1.23%	17
2020 Q2	$6.42M	Buy	153,243 +153,078	+92,775%	+$6.3M	1.65%	9
2020 Q1	$7K	Buy	+165	New	+$6.67K	﹤0.01%	685

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

Golden State Wealth Management's HTRB Position: Q2 2026 in Review

Golden State Wealth Management increased its Hartford Total Return Bond ETF (HTRB) stake by 0.11% in Q2 2026, buying an estimated $608 and bringing the position to 16,828 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #264.

Golden State Wealth Management first reported a position in HTRB in Q1 2020 and has held it in 14 quarters since. The position peaked at $6.42M in Q2 2020. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Golden State Wealth Management held 16,828 shares of Hartford Total Return Bond ETF worth $568K as of Q2 2026.
Golden State Wealth Management bought 18 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $608.
Hartford Total Return Bond ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #264 holding.
Golden State Wealth Management first reported a position in Hartford Total Return Bond ETF in Q1 2020 and has held it in 14 quarters since.
Golden State Wealth Management's Hartford Total Return Bond ETF position peaked at $6.42M in Q2 2020.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.