LPL Financial
HCRB icon

LPL Financial’s Hartford Core Bond ETF HCRB Stock Holding History

LPL Financial’s Portfolio HCRB Stock Details HCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2M Sell
1,090,416
-7,065
-0.6% -$251K 0.01% 1054
2025
Q4 		$38.9M Buy
1,097,481
+2,065
+0.2% +$73.6K 0.01% 1006
2025
Q3 		$38.9M Buy
1,095,416
+104,878
+11% +$3.69M 0.01% 973
2025
Q2 		$34.7M Buy
990,538
+648,558
+190% +$22.6M 0.01% 946
2025
Q1 		$12M Buy
341,980
+99,869
+41% +$3.48M ﹤0.01% 1478
2024
Q4 		$8.35M Buy
242,111
+8,778
+4% +$309K ﹤0.01% 1674
2024
Q3 		$8.41M Buy
233,333
+46,614
+25% +$1.66M ﹤0.01% 1603
2024
Q2 		$6.45M Buy
+186,719
New +$6.43M ﹤0.01% 1664

Other funds holding HCRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $723M AUM 24.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

LPL Financial's HCRB Position: Q1 2026 in Review

LPL Financial reduced its Hartford Core Bond ETF (HCRB) stake by 0.64% in Q1 2026, selling an estimated $251K and leaving 1,090,416 shares worth $38.2M. The position accounts for 0.01% of the portfolio, ranked #1054.

LPL Financial first reported a position in HCRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.9M in Q4 2025. 22 funds tracked by Wall St. Rank hold HCRB as of Q1 2026.

  • LPL Financial held 1,090,416 shares of Hartford Core Bond ETF worth $38.2M as of Q1 2026.
  • LPL Financial sold 7,065 Hartford Core Bond ETF shares in Q1 2026, an estimated $251K.
  • Hartford Core Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1054 holding.
  • LPL Financial first reported a position in Hartford Core Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • LPL Financial's Hartford Core Bond ETF position peaked at $38.9M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.