Prostatis Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Prostatis Group’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	$344K	Sell	10,191 -2,160	-17%	-$73K	0.08%	133
2026 Q1	$417K	Sell	12,351 -18,978	-61%	-$649K	0.11%	112
2025 Q4	$1.07M	Sell	31,329 -148,785	-83%	-$5.12M	0.26%	73
2025 Q3	$6.18M	Sell	180,114 -21,355	-11%	-$726K	1.55%	14
2025 Q2	$6.82M	Buy	201,469 +17,832	+10%	+$598K	1.95%	11
2025 Q1	$6.22M	Sell	183,637 -13,554	-7%	-$456K	1.96%	8
2024 Q4	$6.57M	Sell	197,191 -596	-0.3%	-$20.3K	1.92%	15
2024 Q3	$6.91M	Buy	197,787 +17,518	+10%	+$604K	2.26%	10
2024 Q2	$6.04M	Buy	180,269 +22,186	+14%	+$740K	2.12%	10
2024 Q1	$5.31M	Buy	158,083 +47,920	+43%	+$1.61M	2.01%	12
2023 Q4	$3.75M	Buy	+110,163	New	+$3.59M	1.57%	15

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

Prostatis Group's HTRB Position: Q2 2026 in Review

Prostatis Group reduced its Hartford Total Return Bond ETF (HTRB) stake by 17% in Q2 2026, selling an estimated $73K and leaving 10,191 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #133.

Prostatis Group first reported a position in HTRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.91M in Q3 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Prostatis Group held 10,191 shares of Hartford Total Return Bond ETF worth $344K as of Q2 2026.
Prostatis Group sold 2,160 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $73K.
Hartford Total Return Bond ETF made up 0.08% of Prostatis Group's portfolio in Q2 2026, its #133 holding.
Prostatis Group first reported a position in Hartford Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
Prostatis Group's Hartford Total Return Bond ETF position peaked at $6.91M in Q3 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.