Root Financial Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Root Financial 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	$71.4K	Buy	+2,229	New	+$73.9K	﹤0.01%	904

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

Root Financial Partners's HTRB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hartford Total Return Bond ETF (HTRB) in Q3 2026: 2,229 shares worth $71.4K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

115 funds tracked by Wall St. Rank hold HTRB as of Q3 2026.

Root Financial Partners held 2,229 shares of Hartford Total Return Bond ETF worth $71.4K as of Q3 2026.
Hartford Total Return Bond ETF was a new Root Financial Partners position in Q3 2026.
Hartford Total Return Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #904 holding.
115 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.