Lloyd Advisory Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Lloyd Advisory 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 Q2	$2.78K	Sell	83 -8,347	-99%	-$282K	﹤0.01%	473
2026 Q1	$284K	Buy	8,430 +8,388	+19,971%	+$287K	0.08%	118
2025 Q4	$1.42K	Buy	+42	New	+$1.45K	﹤0.01%	468
2022 Q4	$2.35M	Sell	71,237 -2,119	-3%	-$69.5K	1.64%	17
2022 Q3	$2.38M	Sell	73,356 -8,169	-10%	-$281K	1.74%	14
2022 Q2	$2.79M	Sell	81,525 -8,257	-9%	-$290K	2.17%	12
2022 Q1	$3.31M	Buy	+89,782	New	+$3.42M	1.54%	17

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 $67.3B AUM 21.9% 1-Year Est. Return

Lloyd Advisory Services's HTRB Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Hartford Total Return Bond ETF (HTRB) stake by 99% in Q2 2026, selling an estimated $282K and leaving 83 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Lloyd Advisory Services first reported a position in HTRB in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.31M in Q1 2022. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Lloyd Advisory Services held 83 shares of Hartford Total Return Bond ETF worth $2.78K as of Q2 2026.
Lloyd Advisory Services sold 8,347 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $282K.
Hartford Total Return Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #473 holding.
Lloyd Advisory Services first reported a position in Hartford Total Return Bond ETF in Q1 2022 and has held it in 7 quarters since.
Lloyd Advisory Services's Hartford Total Return Bond ETF position peaked at $3.31M in Q1 2022.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.