Rehmann Capital Advisory Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Rehmann Capital Advisory 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 Q1	$16.6M	Buy	490,715 +68,480	+16%	+$2.34M	0.86%	23
2025 Q4	$14.4M	Buy	422,235 +2,748	+0.7%	+$94.7K	0.75%	24
2025 Q3	$14.4M	Sell	419,487 -9,691	-2%	-$329K	0.79%	23
2025 Q2	$14.5M	Buy	429,178 +11,213	+3%	+$376K	0.88%	23
2025 Q1	$14.2M	Buy	417,965 +65,033	+18%	+$2.19M	0.89%	22
2024 Q4	$11.8M	Buy	352,932 +104,032	+42%	+$3.53M	0.75%	25
2024 Q3	$8.74M	Buy	248,900 +34,459	+16%	+$1.19M	0.57%	34
2024 Q2	$7.18M	Buy	214,441 +39,201	+22%	+$1.31M	0.51%	34
2024 Q1	$5.91M	Buy	175,240 +57,816	+49%	+$1.95M	0.44%	41
2023 Q4	$4M	Buy	117,424 +27,519	+31%	+$896K	0.33%	58
2023 Q3	$2.89M	Sell	89,905 -2,112	-2%	-$69.6K	0.27%	72
2023 Q2	$3.08M	Sell	92,017 -64,950	-41%	-$2.2M	0.28%	71
2023 Q1	$5.34M	Sell	156,967 -35,188	-18%	-$1.19M	0.5%	39
2022 Q4	$6.35M	Buy	192,155 +3,170	+2%	+$104K	0.65%	29
2022 Q3	$6.13M	Buy	+188,985	New	+$6.49M	0.68%	30

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 $17.8B AUM 24.16% 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

Rehmann Capital Advisory Group's HTRB Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Hartford Total Return Bond ETF (HTRB) stake by 16% in Q1 2026, buying an estimated $2.34M and bringing the position to 490,715 shares worth $16.6M. The position accounts for 0.86% of the portfolio, ranked #23.

Rehmann Capital Advisory Group first reported a position in HTRB in Q3 2022 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Rehmann Capital Advisory Group held 490,715 shares of Hartford Total Return Bond ETF worth $16.6M as of Q1 2026.
Rehmann Capital Advisory Group bought 68,480 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $2.34M.
Hartford Total Return Bond ETF made up 0.86% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #23 holding.
Rehmann Capital Advisory Group first reported a position in Hartford Total Return Bond ETF in Q3 2022 and has held it in 15 quarters since.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.