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

Inspirion 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	$208K	Sell	6,175 -2,469	-29%	-$83.4K	0.02%	179
2026 Q1	$292K	Sell	8,644 -790	-8%	-$27K	0.04%	132
2025 Q4	$322K	Sell	9,434 -11,992	-56%	-$413K	0.04%	132
2025 Q3	$749K	Buy	21,426 +438	+2%	+$14.9K	0.1%	71
2025 Q2	$711K	Buy	20,988 +5	+0%	+$168	0.09%	76
2025 Q1	$710K	Sell	20,983 -363	-2%	-$12.2K	0.1%	75
2024 Q4	$708K	Sell	21,346 -80	-0.4%	-$2.72K	0.1%	78
2024 Q3	$749K	Sell	21,426 -590	-3%	-$20.4K	0.1%	71
2024 Q2	$737K	Buy	22,016 +601	+3%	+$20K	0.11%	70
2024 Q1	$723K	Sell	21,415 -1,207	-5%	-$40.7K	0.12%	72
2023 Q4	$766K	Sell	22,622 -385	-2%	-$12.5K	0.14%	68
2023 Q3	$738K	Sell	23,007 -1,005	-4%	-$33.1K	0.14%	66
2023 Q2	$803K	Sell	24,012 -275	-1%	-$9.3K	0.15%	62
2023 Q1	$826K	Sell	24,287 -771	-3%	-$26.1K	0.17%	58
2022 Q4	$828K	Sell	25,058 -2,836	-10%	-$93K	0.18%	58
2022 Q3	$905K	Sell	27,894 -6,514	-19%	-$224K	0.2%	49
2022 Q2	$1.18M	Sell	34,408 -8,356	-20%	-$293K	0.26%	38
2022 Q1	$1.57M	Buy	42,764 +9,816	+30%	+$374K	0.32%	33
2021 Q4	$1.31M	Buy	+32,948	New	+$1.33M	0.28%	38

Other funds holding HTRB

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Inspirion Wealth Advisors's HTRB Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 29% in Q2 2026, selling an estimated $83.4K and leaving 6,175 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #179.

Inspirion Wealth Advisors first reported a position in HTRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2022. 47 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Inspirion Wealth Advisors held 6,175 shares of Hartford Total Return Bond ETF worth $208K as of Q2 2026.
Inspirion Wealth Advisors sold 2,469 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $83.4K.
Hartford Total Return Bond ETF made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Inspirion Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q4 2021 and has held it in 19 quarters since.
Inspirion Wealth Advisors's Hartford Total Return Bond ETF position peaked at $1.57M in Q1 2022.
47 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.