Kathleen S. Wright Associates’s Hartford Total Return Bond ETF HTRB Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$3.52M	Buy	102,738 +319	+0.3%	+$10.8K	1.31%	18
2025 Q2	$3.47M	Buy	102,419 +3,071	+3%	+$103K	1.35%	16
2025 Q1	$3.36M	Buy	99,348 +2,287	+2%	+$76.9K	1.39%	17
2024 Q4	$3.24M	Buy	97,061 +3,555	+4%	+$121K	1.35%	18
2024 Q3	$3.27M	Buy	93,506 +309	+0.3%	+$10.7K	1.35%	19
2024 Q2	$3.12M	Buy	93,197 +6,943	+8%	+$231K	1.43%	17
2024 Q1	$2.91M	Buy	86,254 +3,193	+4%	+$108K	1.37%	17
2023 Q4	$2.83M	Buy	83,061 +7,117	+9%	+$232K	1.44%	18
2023 Q3	$2.44M	Buy	75,944 +472	+0.6%	+$15.6K	1.36%	18
2023 Q2	$2.52M	Buy	75,472 +2,234	+3%	+$75.6K	1.61%	17
2023 Q1	$2.49M	Buy	73,238 +275	+0.4%	+$9.29K	1.63%	17
2022 Q4	$2.41M	Buy	72,963 +7,191	+11%	+$236K	1.63%	17
2022 Q3	$2.13M	Buy	65,772 +8,020	+14%	+$275K	1.73%	16
2022 Q2	$1.98M	Sell	57,752 -620	-1%	-$21.8K	1.66%	18
2022 Q1	$2.15M	Buy	58,372 +2,535	+5%	+$96.5K	1.57%	19
2021 Q4	$2.22M	Buy	+55,837	New	+$2.26M	1.63%	17

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Kathleen S. Wright Associates's HTRB Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Hartford Total Return Bond ETF (HTRB) stake by 0.31% in Q3 2025, buying an estimated $10.8K and bringing the position to 102,738 shares worth $3.52M. The position accounts for 1.31% of the portfolio, ranked #18.

Kathleen S. Wright Associates first reported a position in HTRB in Q4 2021 and has held it in 16 quarters since. 117 funds tracked by Wall St. Rank hold HTRB as of Q3 2025.

Kathleen S. Wright Associates held 102,738 shares of Hartford Total Return Bond ETF worth $3.52M as of Q3 2025.
Kathleen S. Wright Associates bought 319 Hartford Total Return Bond ETF shares in Q3 2025, an estimated $10.8K.
Hartford Total Return Bond ETF made up 1.31% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #18 holding.
Kathleen S. Wright Associates first reported a position in Hartford Total Return Bond ETF in Q4 2021 and has held it in 16 quarters since.
117 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.