Kestra Private Wealth Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Kestra Private Wealth Services’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	$1.55M	Buy	46,016 +140	+0.3%	+$4.73K	0.02%	687
2026 Q1	$1.55M	Buy	45,876 +559	+1%	+$19.1K	0.02%	640
2025 Q4	$1.55M	Buy	45,317 +906	+2%	+$31.2K	0.02%	631
2025 Q3	$1.52M	Buy	44,411 +15,476	+53%	+$526K	0.02%	621
2025 Q2	$980K	Buy	28,935 +18,520	+178%	+$621K	0.01%	752
2025 Q1	$353K	Buy	+10,415	New	+$350K	0.01%	1122

Other funds holding HTRB

MCIA

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Kestra Private Wealth Services's HTRB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Hartford Total Return Bond ETF (HTRB) stake by 0.31% in Q2 2026, buying an estimated $4.73K and bringing the position to 46,016 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #687.

Kestra Private Wealth Services first reported a position in HTRB in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Kestra Private Wealth Services held 46,016 shares of Hartford Total Return Bond ETF worth $1.55M as of Q2 2026.
Kestra Private Wealth Services bought 140 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $4.73K.
Hartford Total Return Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #687 holding.
Kestra Private Wealth Services first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.