Great Point Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Great Point Wealth Advisors’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	$23.2M	Buy	687,937 +32,031	+5%	+$1.08M	3.75%	6
2026 Q1	$22.1M	Buy	655,906 +2,800	+0.4%	+$95.7K	4.09%	6
2025 Q4	$22.3M	Buy	653,106 +45,283	+7%	+$1.56M	4.07%	6
2025 Q3	$20.8M	Buy	+607,823	New	+$20.7M	3.92%	6
2025 Q1	$18M	Buy	532,731 +115,848	+28%	+$3.9M	3.9%	6
2024 Q4	$13.9M	Buy	416,883 +31,234	+8%	+$1.06M	3.04%	10
2024 Q3	$13.5M	Buy	385,649 +1,577	+0.4%	+$54.4K	2.88%	11
2024 Q2	$12.9M	Buy	384,072 +18,722	+5%	+$624K	2.94%	11
2024 Q1	$12.3M	Buy	365,350 +105,382	+41%	+$3.55M	2.87%	11
2023 Q4	$8.85M	Buy	259,968 +28,894	+13%	+$941K	2.3%	16
2023 Q3	$7.42M	Sell	231,074 -15,229	-6%	-$502K	2.22%	18
2023 Q2	$8.23M	Buy	246,303 +53,373	+28%	+$1.81M	2.47%	17
2023 Q1	$6.56M	Buy	192,930 +10,796	+6%	+$365K	2.08%	19
2022 Q4	$6.02M	Buy	182,134 +19,274	+12%	+$632K	2.02%	19
2022 Q3	$5.28M	Sell	162,860 -65,880	-29%	-$2.26M	1.97%	19
2022 Q2	$7.82M	Buy	+228,740	New	+$8.03M	2.77%	13
2022 Q1	–	Sell	-484,010	Closed	-$19.2M	–	64
2021 Q4	$19.2M	Sell	484,010 -30,744	-6%	-$1.25M	5.89%	9
2021 Q3	$21M	Buy	514,754 +17,903	+4%	+$736K	7.21%	5
2021 Q2	$20.4M	Buy	496,851 +24,148	+5%	+$982K	7.1%	4
2021 Q1	$19M	Buy	472,703 +170,476	+56%	+$7M	7.27%	6
2020 Q4	$12.6M	Buy	+302,227	New	+$12.6M	5.41%	8

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

Great Point Wealth Advisors's HTRB Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 4.9% in Q2 2026, buying an estimated $1.08M and bringing the position to 687,937 shares worth $23.2M. The position accounts for 3.75% of the portfolio, ranked #6.

Great Point Wealth Advisors first reported a position in HTRB in Q4 2020 and has held it in 21 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Great Point Wealth Advisors held 687,937 shares of Hartford Total Return Bond ETF worth $23.2M as of Q2 2026.
Great Point Wealth Advisors bought 32,031 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $1.08M.
Hartford Total Return Bond ETF made up 3.75% of Great Point Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Great Point Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2020 and has held it in 21 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.