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

MSH Capital 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 Q1	$1.07M	Sell	31,736 -1,958	-6%	-$66.9K	0.23%	106
2025 Q4	$1.15M	Buy	33,694 +880	+3%	+$30.3K	0.25%	102
2025 Q3	$1.13M	Buy	32,814 +729	+2%	+$24.8K	0.3%	90
2025 Q2	$1.09M	Sell	32,085 -136	-0.4%	-$4.56K	0.31%	88
2025 Q1	$1.09M	Sell	32,221 -15,757	-33%	-$530K	0.34%	82
2024 Q4	$1.6M	Sell	47,978 -44,423	-48%	-$1.51M	0.5%	60
2024 Q3	$3.23M	Buy	92,401 +3,822	+4%	+$132K	0.99%	27
2024 Q2	$2.97M	Buy	88,579 +13,861	+19%	+$462K	0.99%	25
2024 Q1	$2.52M	Buy	74,718 +67,241	+899%	+$2.27M	0.89%	31
2023 Q4	$254K	Hold	7,477	–	–	0.1%	181
2023 Q3	$240K	Hold	7,477	–	–	0.09%	188
2023 Q2	$250K	Buy	+7,477	New	+$253K	0.09%	190

Other funds holding HTRB

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

Evolve Private Wealth Los Angeles, California $1.87B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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