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 Q3	$5.43M	Buy	169,452 +6,960	+4%	+$231K	1.91%	11
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

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

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

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

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

MBE Wealth Management's HTRB Position: Q3 2026 in Review

MBE Wealth Management increased its Hartford Total Return Bond ETF (HTRB) stake by 4.3% in Q3 2026, buying an estimated $231K and bringing the position to 169,452 shares worth $5.43M. The position accounts for 1.91% of the portfolio, ranked #11.

MBE Wealth Management first reported a position in HTRB in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.48M in Q2 2026. 38 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

MBE Wealth Management held 169,452 shares of Hartford Total Return Bond ETF worth $5.43M as of Q3 2026.
MBE Wealth Management bought 6,960 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $231K.
Hartford Total Return Bond ETF made up 1.91% of MBE Wealth Management's portfolio in Q3 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 9 quarters since.
MBE Wealth Management's Hartford Total Return Bond ETF position peaked at $5.48M in Q2 2026.
38 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.