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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
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 $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Point Wealth Advisors's HTRB Position: Q1 2026 in Review

Great Point Wealth Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 0.43% in Q1 2026, buying an estimated $95.7K and bringing the position to 655,906 shares worth $22.1M. The position accounts for 4.09% of the portfolio, ranked #6.

Great Point Wealth Advisors first reported a position in HTRB in Q4 2020 and has held it in 20 quarters since. The position peaked at $22.3M in Q4 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • Great Point Wealth Advisors held 655,906 shares of Hartford Total Return Bond ETF worth $22.1M as of Q1 2026.
  • Great Point Wealth Advisors bought 2,800 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $95.7K.
  • Hartford Total Return Bond ETF made up 4.09% of Great Point Wealth Advisors's portfolio in Q1 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 20 quarters since.
  • Great Point Wealth Advisors's Hartford Total Return Bond ETF position peaked at $22.3M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.