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 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 $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

MCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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: Q1 2026 in Review

PrairieView Wealth Partners increased its Hartford Total Return Bond ETF (HTRB) stake by 1,373% in Q1 2026, buying an estimated $11.2M and bringing the position to 350,787 shares worth $11.8M. The position accounts for 9.7% of the portfolio, ranked #3.

PrairieView Wealth Partners first reported a position in HTRB in Q2 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

PrairieView Wealth Partners held 350,787 shares of Hartford Total Return Bond ETF worth $11.8M as of Q1 2026.
PrairieView Wealth Partners bought 326,973 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $11.2M.
Hartford Total Return Bond ETF made up 9.7% of PrairieView Wealth Partners's portfolio in Q1 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 4 quarters since.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.