HGA
RTRE

Hobbs Group Advisors’s Rareview Total Return Bond ETF RTRE Stock Holding History

Hobbs Group Advisors’s Portfolio RTRE Stock Details RTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.97M Buy
158,549
+2,984
+2% +$75.6K 1.19% 17
2025
Q4 		$3.93M Buy
155,565
+14,220
+10% +$361K 1.18% 17
2025
Q3 		$3.59M Buy
141,345
+23,290
+20% +$585K 1.12% 18
2025
Q2 		$2.96M Buy
118,055
+22,551
+24% +$558K 1.01% 19
2025
Q1 		$2.39M Buy
+95,504
New +$2.37M 0.91% 20

Other funds holding RTRE

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hobbs Group Advisors's RTRE Position: Q1 2026 in Review

Hobbs Group Advisors increased its Rareview Total Return Bond ETF (RTRE) stake by 1.9% in Q1 2026, buying an estimated $75.6K and bringing the position to 158,549 shares worth $3.97M. The position accounts for 1.19% of the portfolio, ranked #17.

Hobbs Group Advisors first reported a position in RTRE in Q1 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold RTRE as of Q1 2026.

  • Hobbs Group Advisors held 158,549 shares of Rareview Total Return Bond ETF worth $3.97M as of Q1 2026.
  • Hobbs Group Advisors bought 2,984 Rareview Total Return Bond ETF shares in Q1 2026, an estimated $75.6K.
  • Rareview Total Return Bond ETF made up 1.19% of Hobbs Group Advisors's portfolio in Q1 2026, its #17 holding.
  • Hobbs Group Advisors first reported a position in Rareview Total Return Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Rareview Total Return Bond ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.