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

Larson 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 Q3	$76.3K	Buy	2,380 +27	+1%	+$895	﹤0.01%	1379
2026 Q2	$79.4K	Buy	2,353 +25	+1%	+$845	﹤0.01%	1305
2026 Q1	$78.5K	Buy	2,328 +31	+1%	+$1.06K	﹤0.01%	1106
2025 Q4	$78.4K	Sell	2,297 -55	-2%	-$1.9K	﹤0.01%	1025
2025 Q3	$80.6K	Sell	2,352 -551	-19%	-$18.7K	﹤0.01%	974
2025 Q2	$98.3K	Buy	2,903 +32	+1%	+$1.07K	﹤0.01%	851
2025 Q1	$97.2K	Buy	2,871 +35	+1%	+$1.18K	﹤0.01%	808
2024 Q4	$94.5K	Sell	2,836 -993	-26%	-$33.7K	﹤0.01%	744
2024 Q3	$134K	Sell	3,829 -752	-16%	-$25.9K	0.01%	669
2024 Q2	$153K	Buy	+4,581	New	+$153K	0.01%	541

Other funds holding HTRB

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Catalyst Financial Partners Boston, Massachusetts $1.07B AUM 26.85% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Larson Financial Group's HTRB Position: Q3 2026 in Review

Larson Financial Group increased its Hartford Total Return Bond ETF (HTRB) stake by 1.1% in Q3 2026, buying an estimated $895 and bringing the position to 2,380 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Larson Financial Group first reported a position in HTRB in Q2 2024 and has held it in 10 quarters since. The position peaked at $153K in Q2 2024. 68 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Larson Financial Group held 2,380 shares of Hartford Total Return Bond ETF worth $76.3K as of Q3 2026.
Larson Financial Group bought 27 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $895.
Hartford Total Return Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1379 holding.
Larson Financial Group first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 10 quarters since.
Larson Financial Group's Hartford Total Return Bond ETF position peaked at $153K in Q2 2024.
68 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.