MBE Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

MBE Wealth Management’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	$5.48M	Buy	162,492 +70,612	+77%	+$2.39M	1.93%	11
2026 Q1	$3.1M	Buy	91,880 +7,270	+9%	+$249K	1.29%	17
2025 Q4	$2.89M	Buy	84,610 +3,739	+5%	+$129K	1.21%	16
2025 Q3	$2.77M	Buy	80,871 +2,015	+3%	+$68.5K	1.2%	15
2025 Q2	$2.67M	Buy	78,856 +2,797	+4%	+$93.8K	1.16%	18
2025 Q1	$2.58M	Buy	76,059 +34,273	+82%	+$1.15M	1.23%	19
2024 Q4	$1.39M	Buy	41,786 +7,922	+23%	+$269K	0.78%	20
2024 Q3	$1.18M	Buy	+33,864	New	+$1.17M	0.65%	26

Other funds holding HTRB

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CFP

Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

MBE Wealth Management's HTRB Position: Q2 2026 in Review

MBE Wealth Management increased its Hartford Total Return Bond ETF (HTRB) stake by 77% in Q2 2026, buying an estimated $2.39M and bringing the position to 162,492 shares worth $5.48M. The position accounts for 1.93% of the portfolio, ranked #11.

MBE Wealth Management first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

MBE Wealth Management held 162,492 shares of Hartford Total Return Bond ETF worth $5.48M as of Q2 2026.
MBE Wealth Management bought 70,612 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $2.39M.
Hartford Total Return Bond ETF made up 1.93% of MBE Wealth Management's portfolio in Q2 2026, its #11 holding.
MBE Wealth Management first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.