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 Q2	$46.5M	Buy	1,328,948 +238,532	+22%	+$8.37M	0.01%	1038
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 $1.25B AUM 10.14% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's HCRB Position: Q2 2026 in Review

LPL Financial increased its Hartford Core Bond ETF (HCRB) stake by 22% in Q2 2026, buying an estimated $8.37M and bringing the position to 1,328,948 shares worth $46.5M. The position accounts for 0.01% of the portfolio, ranked #1038.

LPL Financial first reported a position in HCRB in Q2 2024 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold HCRB as of Q2 2026.

LPL Financial held 1,328,948 shares of Hartford Core Bond ETF worth $46.5M as of Q2 2026.
LPL Financial bought 238,532 Hartford Core Bond ETF shares in Q2 2026, an estimated $8.37M.
Hartford Core Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1038 holding.
LPL Financial first reported a position in Hartford Core Bond ETF in Q2 2024 and has held it in 9 quarters since.
24 funds tracked by Wall St. Rank held Hartford Core Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.