Mountain Capital Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Mountain Capital Investment Advisors’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	$44.6M	Buy	1,322,766 +87,428	+7%	+$2.95M	6.35%	5
2026 Q1	$42M	Buy	1,235,338 +36,273	+3%	+$1.24M	6.23%	5
2025 Q4	$41.1M	Buy	1,199,065 +53,558	+5%	+$1.84M	6.62%	4
2025 Q3	$39.4M	Buy	1,145,507 +41,865	+4%	+$1.42M	6.94%	4
2025 Q2	$37.4M	Buy	1,103,642 +119,563	+12%	+$4.01M	7.18%	5
2025 Q1	$33.1M	Sell	984,079 -15,064	-2%	-$507K	7.09%	6
2024 Q4	$33.3M	Buy	999,143 +15,610	+2%	+$530K	6.89%	6
2024 Q3	$33.2M	Buy	+983,533	New	+$33.9M	7.27%	4

Other funds holding HTRB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

AWM

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

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

PAG

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Mountain Capital Investment Advisors's HTRB Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 7.1% in Q2 2026, buying an estimated $2.95M and bringing the position to 1,322,766 shares worth $44.6M. The position accounts for 6.35% of the portfolio, ranked #5.

Mountain Capital Investment Advisors first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Mountain Capital Investment Advisors held 1,322,766 shares of Hartford Total Return Bond ETF worth $44.6M as of Q2 2026.
Mountain Capital Investment Advisors bought 87,428 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $2.95M.
Hartford Total Return Bond ETF made up 6.35% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #5 holding.
Mountain Capital Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
40 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.