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

Kingdom Financial Group’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	$284K	Sell	8,430 -5,893	-41%	-$201K	0.08%	118
2025 Q4	$489K	Buy	+14,323	New	+$493K	0.15%	76
2023 Q4	–	Sell	-65,890	Closed	-$2.11M	–	79
2023 Q3	$2.11M	Sell	65,890 -629	-0.9%	-$20.7K	1.99%	14
2023 Q2	$2.22M	Buy	+66,519	New	+$2.25M	2.18%	14

Other funds holding HTRB

HFM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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 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

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

Kingdom Financial Group's HTRB Position: Q1 2026 in Review

Kingdom Financial Group reduced its Hartford Total Return Bond ETF (HTRB) stake by 41% in Q1 2026, selling an estimated $201K and leaving 8,430 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #118.

Kingdom Financial Group first reported a position in HTRB in Q2 2023 and has held it in 4 quarters since. The position peaked at $2.22M in Q2 2023. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Kingdom Financial Group held 8,430 shares of Hartford Total Return Bond ETF worth $284K as of Q1 2026.
Kingdom Financial Group sold 5,893 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $201K.
Hartford Total Return Bond ETF made up 0.08% of Kingdom Financial Group's portfolio in Q1 2026, its #118 holding.
Kingdom Financial Group first reported a position in Hartford Total Return Bond ETF in Q2 2023 and has held it in 4 quarters since.
Kingdom Financial Group's Hartford Total Return Bond ETF position peaked at $2.22M in Q2 2023.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.