KWM
HTRB icon

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
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 $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return