Kingsview Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Kingsview Wealth Management’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	$3.15M	Sell	93,289 -7,630	-8%	-$258K	0.04%	457
2026 Q1	$3.41M	Buy	100,919 +36,162	+56%	+$1.24M	0.05%	386
2025 Q4	$2.21M	Sell	64,757 -33,145	-34%	-$1.14M	0.03%	461
2025 Q3	$3.36M	Buy	97,902 +40,642	+71%	+$1.38M	0.05%	351
2025 Q2	$1.94M	Buy	57,260 +16,892	+42%	+$566K	0.03%	444
2025 Q1	$1.37M	Buy	40,368 +32,983	+447%	+$1.11M	0.03%	469
2024 Q4	$246K	Sell	7,385 -378	-5%	-$12.8K	﹤0.01%	978
2024 Q3	$271K	Buy	+7,763	New	+$268K	0.01%	920

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

Kingsview Wealth Management's HTRB Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Hartford Total Return Bond ETF (HTRB) stake by 7.6% in Q2 2026, selling an estimated $258K and leaving 93,289 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #457.

Kingsview Wealth Management first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.41M in Q1 2026. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Kingsview Wealth Management held 93,289 shares of Hartford Total Return Bond ETF worth $3.15M as of Q2 2026.
Kingsview Wealth Management sold 7,630 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $258K.
Hartford Total Return Bond ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #457 holding.
Kingsview Wealth Management first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
Kingsview Wealth Management's Hartford Total Return Bond ETF position peaked at $3.41M in Q1 2026.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.