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 Q2	$30.6M	Sell	908,214 -76,672	-8%	-$2.59M	0.03%	513
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 $1.25B 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

HighTower Advisors's HTRB Position: Q2 2026 in Review

HighTower Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 7.8% in Q2 2026, selling an estimated $2.59M and leaving 908,214 shares worth $30.6M. The position accounts for 0.03% of the portfolio, ranked #513.

HighTower Advisors first reported a position in HTRB in Q4 2022 and has held it in 11 quarters since. The position peaked at $57.7M in Q3 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

HighTower Advisors held 908,214 shares of Hartford Total Return Bond ETF worth $30.6M as of Q2 2026.
HighTower Advisors sold 76,672 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $2.59M.
Hartford Total Return Bond ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #513 holding.
HighTower Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2022 and has held it in 11 quarters since.
HighTower Advisors's Hartford Total Return Bond ETF position peaked at $57.7M in Q3 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.