Investment Research & Advisory Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Investment Research & Advisory Group’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	$43.4K	Hold	1,287	–	–	0.01%	145
2026 Q1	$43.4K	Hold	1,287	–	–	0.02%	135
2025 Q4	$44K	Buy	+1,287	New	+$44.3K	0.01%	129

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

Investment Research & Advisory Group's HTRB Position: Q2 2026 in Review

Investment Research & Advisory Group held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 1,287 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #145.

Investment Research & Advisory Group first reported a position in HTRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $44K in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Investment Research & Advisory Group held 1,287 shares of Hartford Total Return Bond ETF worth $43.4K as of Q2 2026.
Investment Research & Advisory Group left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
Hartford Total Return Bond ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #145 holding.
Investment Research & Advisory Group first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
Investment Research & Advisory Group's Hartford Total Return Bond ETF position peaked at $44K in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.