Legacy Solutions LLC’s Hartford Total Return Bond ETF HTRB Stock Holding History

Legacy Solutions LLC’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	$3.05M	Buy	90,400 +9,207	+11%	+$311K	2.47%	9
2026 Q1	$2.74M	Buy	81,193 +5,180	+7%	+$177K	2.54%	10
2025 Q4	$2.6M	Buy	76,013 +1,298	+2%	+$44.7K	2.28%	10
2025 Q3	$2.56M	Buy	74,715 +1,608	+2%	+$54.7K	2.3%	10
2025 Q2	$2.48M	Buy	73,107 +1,259	+2%	+$42.2K	2.37%	10
2025 Q1	$2.43M	Buy	71,848 +3,887	+6%	+$131K	2.68%	10
2024 Q4	$2.27M	Buy	+67,961	New	+$2.31M	2.47%	10

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

Legacy Solutions LLC's HTRB Position: Q2 2026 in Review

Legacy Solutions LLC increased its Hartford Total Return Bond ETF (HTRB) stake by 11% in Q2 2026, buying an estimated $311K and bringing the position to 90,400 shares worth $3.05M. The position accounts for 2.47% of the portfolio, ranked #9.

Legacy Solutions LLC first reported a position in HTRB in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Legacy Solutions LLC held 90,400 shares of Hartford Total Return Bond ETF worth $3.05M as of Q2 2026.
Legacy Solutions LLC bought 9,207 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $311K.
Hartford Total Return Bond ETF made up 2.47% of Legacy Solutions LLC's portfolio in Q2 2026, its #9 holding.
Legacy Solutions LLC first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.