&Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

&Partners’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	$949K	Sell	28,123 -12,968	-32%	-$438K	﹤0.01%	1447
2026 Q1	$1.39M	Sell	41,091 -2,413	-6%	-$82.5K	0.01%	1110
2025 Q4	$1.49M	Buy	43,504 +7,455	+21%	+$257K	0.01%	1010
2025 Q3	$1.24M	Sell	36,049 -1,100	-3%	-$37.4K	0.01%	987
2025 Q2	$1.26M	Buy	37,149 +8,040	+28%	+$270K	0.01%	869
2025 Q1	$984K	Buy	29,109 +2,518	+9%	+$84.7K	0.01%	839
2024 Q4	$886K	Buy	26,591 +7,116	+37%	+$242K	0.01%	821
2024 Q3	$681K	Buy	+19,475	New	+$672K	0.01%	723

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

&Partners's HTRB Position: Q2 2026 in Review

&Partners reduced its Hartford Total Return Bond ETF (HTRB) stake by 32% in Q2 2026, selling an estimated $438K and leaving 28,123 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

&Partners first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

&Partners held 28,123 shares of Hartford Total Return Bond ETF worth $949K as of Q2 2026.
&Partners sold 12,968 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $438K.
Hartford Total Return Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1447 holding.
&Partners first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's Hartford Total Return Bond ETF position peaked at $1.49M in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.