MML Investors Services
HTRB icon

MML Investors Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

MML Investors 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
Q1 		– Sell
-5,901
Closed -$202K – 3079
2025
Q4 		$202K Buy
5,901
+58
+1% +$2K ﹤0.01% 2870
2025
Q3 		$200K Buy
+5,843
New +$199K ﹤0.01% 2766
2024
Q4 		– Sell
-67,956
Closed -$2.38M – 2688
2024
Q3 		$2.38M Buy
67,956
+13,861
+26% +$478K 0.01% 1005
2024
Q2 		$1.81M Buy
54,095
+2,907
+6% +$96.9K 0.01% 1085
2024
Q1 		$1.73M Buy
51,188
+32,616
+176% +$1.1M 0.01% 1115
2023
Q4 		$632K Buy
+18,572
New +$605K ﹤0.01% 1619
2023
Q2 		– Sell
-8,355
Closed -$284K – 2314
2023
Q1 		$284K Sell
8,355
-803
-9% -$27.1K ﹤0.01% 1704
2022
Q4 		$303K Sell
9,158
-579
-6% -$19K ﹤0.01% 1769
2022
Q3 		$316K Buy
9,737
+1,379
+16% +$47.4K ﹤0.01% 1652
2022
Q2 		$286K Buy
8,358
+268
+3% +$9.41K ﹤0.01% 1703
2022
Q1 		$298K Buy
8,090
+429
+6% +$16.3K ﹤0.01% 1732
2021
Q4 		$304K Buy
7,661
+1,296
+20% +$52.5K ﹤0.01% 1696
2021
Q3 		$259K Buy
+6,365
New +$262K ﹤0.01% 1715

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return