Northwestern Mutual Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Northwestern Mutual 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 Q2	$91M	Buy	2,698,637 +259,189	+11%	+$8.76M	0.05%	201
2026 Q1	$82.3M	Sell	2,439,448 -91,112	-4%	-$3.12M	0.05%	184
2025 Q4	$86.4M	Buy	2,530,560 +154,078	+6%	+$5.31M	0.05%	176
2025 Q3	$81.5M	Buy	2,376,482 +231,680	+11%	+$7.88M	0.05%	179
2025 Q2	$72.6M	Buy	2,144,802 +1,155,083	+117%	+$38.7M	0.05%	175
2025 Q1	$33.5M	Buy	989,719 +67,211	+7%	+$2.26M	0.03%	286
2024 Q4	$30.7M	Buy	922,508 +434,548	+89%	+$14.8M	0.03%	274
2024 Q3	$17.1M	Buy	487,960 +139,554	+40%	+$4.81M	0.02%	342
2024 Q2	$11.7M	Buy	348,406 +28,128	+9%	+$938K	0.01%	391
2024 Q1	$10.8M	Buy	320,278 +32,761	+11%	+$1.1M	0.01%	407
2023 Q4	$9.78M	Buy	287,517 +17,333	+6%	+$565K	0.01%	409
2023 Q3	$8.67M	Buy	270,184 +24,904	+10%	+$821K	0.01%	388
2023 Q2	$8.2M	Sell	245,280 -5,532	-2%	-$187K	0.01%	400
2023 Q1	$8.53M	Sell	250,812 -21,908	-8%	-$740K	0.01%	372
2022 Q4	$9.01M	Buy	272,720 +49,877	+22%	+$1.63M	0.01%	349
2022 Q3	$7.23M	Buy	222,843 +52,278	+31%	+$1.8M	0.01%	346
2022 Q2	$5.83M	Buy	170,565 +73,269	+75%	+$2.57M	0.01%	386
2022 Q1	$3.58M	Buy	97,296 +71,671	+280%	+$2.73M	0.01%	510
2021 Q4	$1.02M	Buy	25,625 +16,549	+182%	+$670K	﹤0.01%	824
2021 Q3	$370K	Buy	9,076 +984	+12%	+$40.5K	﹤0.01%	1110
2021 Q2	$332K	Sell	8,092 -669	-8%	-$27.2K	﹤0.01%	1121
2021 Q1	$353K	Buy	8,761 +4,693	+115%	+$193K	﹤0.01%	1040
2020 Q4	$170K	Buy	4,068 +927	+30%	+$38.6K	﹤0.01%	1209
2020 Q3	$130K	Buy	3,141 +798	+34%	+$33.7K	﹤0.01%	1178
2020 Q2	$98K	Buy	2,343 +955	+69%	+$39.3K	﹤0.01%	1217
2020 Q1	$55K	Buy	1,388 +235	+20%	+$9.51K	﹤0.01%	1347
2019 Q4	$46K	Buy	1,153 +1,088	+1,674%	+$45.1K	﹤0.01%	1491
2019 Q3	$3K	Buy	+65	New	+$2.68K	﹤0.01%	2197

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Northwestern Mutual Wealth Management's HTRB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Hartford Total Return Bond ETF (HTRB) stake by 11% in Q2 2026, buying an estimated $8.76M and bringing the position to 2,698,637 shares worth $91M. The position accounts for 0.05% of the portfolio, ranked #201.

Northwestern Mutual Wealth Management first reported a position in HTRB in Q3 2019 and has held it in 28 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Northwestern Mutual Wealth Management held 2,698,637 shares of Hartford Total Return Bond ETF worth $91M as of Q2 2026.
Northwestern Mutual Wealth Management bought 259,189 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $8.76M.
Hartford Total Return Bond ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #201 holding.
Northwestern Mutual Wealth Management first reported a position in Hartford Total Return Bond ETF in Q3 2019 and has held it in 28 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.