Janney Montgomery Scott
HTRB icon

Janney Montgomery Scott’s Hartford Total Return Bond ETF HTRB Stock Holding History

Janney Montgomery Scott’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
Q1 		$351K Buy
10,400
+500
+5% +$17.1K ﹤0.01% 2282
2025
Q4 		$338K Sell
9,900
-720
-7% -$24.8K ﹤0.01% 2473
2025
Q3 		$364K Sell
10,620
-880
-8% -$29.9K ﹤0.01% 2365
2025
Q2 		$390K Sell
11,500
-1,000
-8% -$33.5K ﹤0.01% 2180
2025
Q1 		$423K Sell
12,500
-2,000
-14% -$67.2K ﹤0.01% 2103
2024
Q4 		$483K Buy
14,500
+400
+3% +$13.6K ﹤0.01% 2022
2024
Q3 		$493K Sell
14,100
-1,519
-10% -$52.4K ﹤0.01% 1979
2024
Q2 		$523K Buy
15,619
+1,082
+7% +$36.1K ﹤0.01% 1849
2024
Q1 		$490K Buy
14,537
+2,818
+24% +$94.9K ﹤0.01% 2017
2023
Q4 		$399K Buy
11,719
+200
+2% +$6.51K ﹤0.01% 2054
2023
Q3 		$370K Sell
11,519
-95,050
-89% -$3.13M ﹤0.01% 1992
2023
Q2 		$3.56M Sell
106,569
-7,888
-7% -$267K 0.01% 829
2023
Q1 		$3.89M Buy
+114,457
New +$3.87M 0.02% 707
2022
Q2 		– Sell
-6,246
Closed -$230K – 2372
2022
Q1 		$230K Sell
6,246
-100
-2% -$3.81K ﹤0.01% 2015
2021
Q4 		$252K Hold
6,346
– – ﹤0.01% 2108
2021
Q3 		$258K Sell
6,346
-200
-3% -$8.23K ﹤0.01% 2037
2021
Q2 		$268K Buy
6,546
+588
+10% +$23.9K ﹤0.01% 1980
2021
Q1 		$240K Buy
+5,958
New +$245K ﹤0.01% 1973

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott's HTRB Position: Q1 2026 in Review

Janney Montgomery Scott increased its Hartford Total Return Bond ETF (HTRB) stake by 5.1% in Q1 2026, buying an estimated $17.1K and bringing the position to 10,400 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Janney Montgomery Scott first reported a position in HTRB in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.89M in Q1 2023. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • Janney Montgomery Scott held 10,400 shares of Hartford Total Return Bond ETF worth $351K as of Q1 2026.
  • Janney Montgomery Scott bought 500 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $17.1K.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2282 holding.
  • Janney Montgomery Scott first reported a position in Hartford Total Return Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • Janney Montgomery Scott's Hartford Total Return Bond ETF position peaked at $3.89M in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.