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 Q3	$3.21M	Buy	100,256 +9,856	+11%	+$327K	2.45%	10
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

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

FFA

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

HFS

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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Legacy Solutions LLC's HTRB Position: Q3 2026 in Review

Legacy Solutions LLC increased its Hartford Total Return Bond ETF (HTRB) stake by 11% in Q3 2026, buying an estimated $327K and bringing the position to 100,256 shares worth $3.21M. The position accounts for 2.45% of the portfolio, ranked #10.

Legacy Solutions LLC first reported a position in HTRB in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Legacy Solutions LLC held 100,256 shares of Hartford Total Return Bond ETF worth $3.21M as of Q3 2026.
Legacy Solutions LLC bought 9,856 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $327K.
Hartford Total Return Bond ETF made up 2.45% of Legacy Solutions LLC's portfolio in Q3 2026, its #10 holding.
Legacy Solutions LLC first reported a position in Hartford Total Return Bond ETF in Q4 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.