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

PrairieView Wealth 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	$13.4M	Buy	396,778 +45,991	+13%	+$1.55M	10%	3
2026 Q1	$11.8M	Buy	350,787 +326,973	+1,373%	+$11.2M	9.7%	3
2025 Q4	$813K	Sell	23,814 -138	-0.6%	-$4.75K	0.74%	12
2025 Q3	$821K	Sell	23,952 -82	-0.3%	-$2.79K	0.77%	13
2025 Q2	$814K	Buy	+24,034	New	+$806K	0.85%	11

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

PrairieView Wealth Partners's HTRB Position: Q2 2026 in Review

PrairieView Wealth Partners increased its Hartford Total Return Bond ETF (HTRB) stake by 13% in Q2 2026, buying an estimated $1.55M and bringing the position to 396,778 shares worth $13.4M. The position accounts for 10% of the portfolio, ranked #3.

PrairieView Wealth Partners first reported a position in HTRB in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

PrairieView Wealth Partners held 396,778 shares of Hartford Total Return Bond ETF worth $13.4M as of Q2 2026.
PrairieView Wealth Partners bought 45,991 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $1.55M.
Hartford Total Return Bond ETF made up 10% of PrairieView Wealth Partners's portfolio in Q2 2026, its #3 holding.
PrairieView Wealth Partners first reported a position in Hartford Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.