IRON Financial’s Hartford Total Return Bond ETF HTRB Stock Holding History

IRON Financial’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	$6.55M	Sell	194,088 -52,063	-21%	-$1.76M	2.7%	8
2026 Q1	$8.31M	Sell	246,151 -3,427	-1%	-$117K	3.63%	8
2025 Q4	$8.52M	Sell	249,578 -24,201	-9%	-$834K	3.92%	7
2025 Q3	$9.39M	Sell	273,779 -35,565	-11%	-$1.21M	4.5%	6
2025 Q2	$10.5M	Sell	309,344 -16,744	-5%	-$561K	5.43%	5
2025 Q1	$11M	Sell	326,088 -12,002	-4%	-$404K	6.19%	3
2024 Q4	$11.3M	Sell	338,090 -10,447	-3%	-$355K	6.33%	3
2024 Q3	$12.2M	Sell	348,537 -6,646	-2%	-$229K	6.63%	3
2024 Q2	$11.9M	Sell	355,183 -5,612	-2%	-$187K	6.67%	2
2024 Q1	$12.2M	Sell	360,795 -1,983	-0.5%	-$66.8K	6.79%	2
2023 Q4	$12.3M	Sell	362,778 -17,320	-5%	-$564K	7.01%	3
2023 Q3	$12.2M	Sell	380,098 -9,154	-2%	-$302K	7.08%	2
2023 Q2	$13M	Sell	389,252 -17,933	-4%	-$606K	6.99%	2
2023 Q1	$13.8M	Sell	407,185 -967	-0.2%	-$32.7K	7.6%	2
2022 Q4	$13.5M	Sell	408,152 -64,476	-14%	-$2.11M	7.74%	2
2022 Q3	$15.3M	Sell	472,628 -12,680	-3%	-$435K	8.42%	2
2022 Q2	$16.6M	Sell	485,308 -33,330	-6%	-$1.17M	8.69%	2
2022 Q1	$19.1M	Sell	518,638 -35,818	-6%	-$1.36M	8.8%	2
2021 Q4	$22M	Buy	554,456 +14,050	+3%	+$569K	9.83%	1
2021 Q3	$22M	Sell	540,406 -27,001	-5%	-$1.11M	10.56%	1
2021 Q2	$23.2M	Buy	567,407 +45,826	+9%	+$1.86M	10.88%	1
2021 Q1	$21M	Sell	521,581 -82,649	-14%	-$3.39M	11.07%	2
2020 Q4	$25.2M	Buy	604,230 +35,316	+6%	+$1.47M	12.69%	1
2020 Q3	$23.5M	Buy	568,914 +195,955	+53%	+$8.27M	13%	1
2020 Q2	$15.6M	Sell	372,959 -87,301	-19%	-$3.59M	8.05%	2
2020 Q1	$18.3M	Buy	460,260 +49,961	+12%	+$2.02M	11.45%	1
2019 Q4	$16.5M	Buy	+410,299	New	+$17M	7.87%	2

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

IRON Financial's HTRB Position: Q2 2026 in Review

IRON Financial reduced its Hartford Total Return Bond ETF (HTRB) stake by 21% in Q2 2026, selling an estimated $1.76M and leaving 194,088 shares worth $6.55M. The position accounts for 2.7% of the portfolio, ranked #8.

IRON Financial first reported a position in HTRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.2M in Q4 2020. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

IRON Financial held 194,088 shares of Hartford Total Return Bond ETF worth $6.55M as of Q2 2026.
IRON Financial sold 52,063 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $1.76M.
Hartford Total Return Bond ETF made up 2.7% of IRON Financial's portfolio in Q2 2026, its #8 holding.
IRON Financial first reported a position in Hartford Total Return Bond ETF in Q4 2019 and has held it in 27 quarters since.
IRON Financial's Hartford Total Return Bond ETF position peaked at $25.2M in Q4 2020.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.