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 Q2	$205	Sell	6 -8,424	-100%	-$285K	﹤0.01%	774
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 $1.25B 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

Kingdom Financial Group's HTRB Position: Q2 2026 in Review

Kingdom Financial Group reduced its Hartford Total Return Bond ETF (HTRB) stake by 100% in Q2 2026, selling an estimated $285K and leaving 6 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Kingdom Financial Group first reported a position in HTRB in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.22M in Q2 2023. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Kingdom Financial Group held 6 shares of Hartford Total Return Bond ETF worth $205 as of Q2 2026.
Kingdom Financial Group sold 8,424 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $285K.
Hartford Total Return Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #774 holding.
Kingdom Financial Group first reported a position in Hartford Total Return Bond ETF in Q2 2023 and has held it in 5 quarters since.
Kingdom Financial Group's Hartford Total Return Bond ETF position peaked at $2.22M in Q2 2023.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.