SL
HTRB icon

Salomon & Ludwin’s Hartford Total Return Bond ETF HTRB Stock Holding History

Salomon & Ludwin’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 		$81.3K Hold
2,416
– – 0.01% 330
2026
Q1 		$81.8K Sell
2,416
-154
-6% -$5.26K 0.01% 299
2025
Q4 		$87.8K Hold
2,570
– – 0.01% 265
2025
Q3 		$88.4K Buy
+2,570
New +$87.4K 0.01% 249

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Salomon & Ludwin's HTRB Position: Q2 2026 in Review

Salomon & Ludwin held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 2,416 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Salomon & Ludwin first reported a position in HTRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $88.4K in Q3 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Salomon & Ludwin held 2,416 shares of Hartford Total Return Bond ETF worth $81.3K as of Q2 2026.
  • Salomon & Ludwin left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
  • Hartford Total Return Bond ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #330 holding.
  • Salomon & Ludwin first reported a position in Hartford Total Return Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Hartford Total Return Bond ETF position peaked at $88.4K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.