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Richards, Merrill & Peterson’s Hartford Total Return Bond ETF HTRB Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-75
Closed -$2.54K – 325
2025
Q1 		$2.54K Hold
75
– – ﹤0.01% 461
2024
Q4 		$2.5K Buy
+75
New +$2.55K ﹤0.01% 453

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Richards, Merrill & Peterson's HTRB Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2025, closing a stake of 75 shares — an estimated $2.54K sold.

Richards, Merrill & Peterson first reported a position in HTRB in Q4 2024 and held it in 2 quarters. The position peaked at $2.54K in Q1 2025. 118 funds tracked by Wall St. Rank hold HTRB as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Hartford Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 75 Hartford Total Return Bond ETF shares in Q2 2025, an estimated $2.54K.
  • Richards, Merrill & Peterson first reported a position in Hartford Total Return Bond ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Hartford Total Return Bond ETF position peaked at $2.54K in Q1 2025.
  • 118 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.