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International Assets Investment Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

International Assets Investment Management’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 		$153K Buy
4,531
+4,265
+1,603% +$144K 0.01% 953
2026
Q1 		$8.99K Hold
266
– – ﹤0.01% 1709
2025
Q4 		$9.08K Buy
+266
New +$9.16K ﹤0.01% 1687
2024
Q3 		– Sell
-266
Closed -$8.91K – 2132
2024
Q2 		$8.91K Buy
+266
New +$8.87K ﹤0.01% 1701

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
LPL Financial
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
Wealth Enhancement Advisory Services
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
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

International Assets Investment Management's HTRB Position: Q2 2026 in Review

International Assets Investment Management increased its Hartford Total Return Bond ETF (HTRB) stake by 1,603% in Q2 2026, buying an estimated $144K and bringing the position to 4,531 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #953.

International Assets Investment Management first reported a position in HTRB in Q2 2024 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • International Assets Investment Management held 4,531 shares of Hartford Total Return Bond ETF worth $153K as of Q2 2026.
  • International Assets Investment Management bought 4,265 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $144K.
  • Hartford Total Return Bond ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #953 holding.
  • International Assets Investment Management first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.