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 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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Larson Financial Group's HTRB Position: Q1 2026 in Review

Larson Financial Group increased its Hartford Total Return Bond ETF (HTRB) stake by 1.3% in Q1 2026, buying an estimated $1.06K and bringing the position to 2,328 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Larson Financial Group first reported a position in HTRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $153K in Q2 2024. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Larson Financial Group held 2,328 shares of Hartford Total Return Bond ETF worth $78.5K as of Q1 2026.
Larson Financial Group bought 31 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $1.06K.
Hartford Total Return Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1106 holding.
Larson Financial Group first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
Larson Financial Group's Hartford Total Return Bond ETF position peaked at $153K in Q2 2024.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.