Kohmann Bosshard Financial Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Kohmann Bosshard Financial 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 Q1	–	Sell	-219	Closed	-$7.48K	–	377
2025 Q4	$7.48K	Buy	+219	New	+$7.54K	﹤0.01%	877

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

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

MCIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kohmann Bosshard Financial Services's HTRB Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2026, closing a stake of 219 shares — an estimated $7.48K sold.

Kohmann Bosshard Financial Services first reported a position in HTRB in Q4 2025 and held it in 1 quarter. The position peaked at $7.48K in Q4 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Hartford Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 219 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $7.48K.
Kohmann Bosshard Financial Services first reported a position in Hartford Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
Kohmann Bosshard Financial Services's Hartford Total Return Bond ETF position peaked at $7.48K in Q4 2025.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.