Investors Research Corp’s Hartford Total Return Bond ETF HTRB Stock Holding History

Investors Research Corp’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	$29.6K	Hold	876	–	–	0.01%	437
2026 Q1	$29.6K	Hold	876	–	–	0.01%	438
2025 Q4	$29.9K	Hold	876	–	–	0.01%	498
2025 Q3	$30K	Hold	876	–	–	0.01%	496
2025 Q2	$29.7K	Hold	876	–	–	0.01%	526
2025 Q1	$29.7K	Buy	+876	New	+$29.5K	0.01%	529

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

Investors Research Corp's HTRB Position: Q2 2026 in Review

Investors Research Corp held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 876 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #437.

Investors Research Corp first reported a position in HTRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $30K in Q3 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Investors Research Corp held 876 shares of Hartford Total Return Bond ETF worth $29.6K as of Q2 2026.
Investors Research Corp left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
Hartford Total Return Bond ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #437 holding.
Investors Research Corp first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Investors Research Corp's Hartford Total Return Bond ETF position peaked at $30K in Q3 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.