HighTower Advisors
HTRB icon

HighTower Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

HighTower 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 		$33.2M Sell
984,886
-215,035
-18% -$7.35M 0.04% 460
2025
Q4 		$41M Sell
1,199,921
-482,790
-29% -$16.6M 0.04% 405
2025
Q3 		$57.7M Buy
1,682,711
+930
+0.1% +$31.6K 0.07% 299
2025
Q2 		$57M Sell
1,681,781
-3,342
-0.2% -$112K 0.07% 286
2025
Q1 		$57.1M Buy
1,685,123
+1,674,607
+15,924% +$56.3M 0.08% 264
2024
Q4 		$351K Sell
10,516
-1,105
-10% -$37.5K ﹤0.01% 2759
2024
Q3 		$405K Buy
+11,621
New +$401K ﹤0.01% 2567
2023
Q3 		– Sell
-8,355
Closed -$278K – 3653
2023
Q2 		$278K Buy
8,355
+1,951
+30% +$66K ﹤0.01% 2615
2023
Q1 		$218K Sell
6,404
-607
-9% -$20.5K ﹤0.01% 2696
2022
Q4 		$234K Buy
+7,011
New +$230K ﹤0.01% 2657

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 $245B 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 $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return