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 Q2	$558K	Sell	16,547 -15,189	-48%	-$513K	0.1%	191
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

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MSH Capital Advisors's HTRB Position: Q2 2026 in Review

MSH Capital Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 48% in Q2 2026, selling an estimated $513K and leaving 16,547 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #191.

MSH Capital Advisors first reported a position in HTRB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.23M in Q3 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

MSH Capital Advisors held 16,547 shares of Hartford Total Return Bond ETF worth $558K as of Q2 2026.
MSH Capital Advisors sold 15,189 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $513K.
Hartford Total Return Bond ETF made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #191 holding.
MSH Capital Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2023 and has held it in 13 quarters since.
MSH Capital Advisors's Hartford Total Return Bond ETF position peaked at $3.23M in Q3 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.