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 Q3	$13.1M	Buy	408,397 +11,619	+3%	+$385K	9.4%	3
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

Hartford Funds Management Wayne, Pennsylvania $1.32B AUM 4.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $2.11B AUM 26.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PrairieView Wealth Partners's HTRB Position: Q3 2026 in Review

PrairieView Wealth Partners increased its Hartford Total Return Bond ETF (HTRB) stake by 2.9% in Q3 2026, buying an estimated $385K and bringing the position to 408,397 shares worth $13.1M. The position accounts for 9.4% of the portfolio, ranked #3.

PrairieView Wealth Partners first reported a position in HTRB in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.4M in Q2 2026. 115 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

PrairieView Wealth Partners held 408,397 shares of Hartford Total Return Bond ETF worth $13.1M as of Q3 2026.
PrairieView Wealth Partners bought 11,619 Hartford Total Return Bond ETF shares in Q3 2026, an estimated $385K.
Hartford Total Return Bond ETF made up 9.4% of PrairieView Wealth Partners's portfolio in Q3 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 6 quarters since.
PrairieView Wealth Partners's Hartford Total Return Bond ETF position peaked at $13.4M in Q2 2026.
115 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on PrairieView Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.