Sanchez Wealth Management Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sanchez Wealth Management 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	$8.76M	Buy	259,710 +13,923	+6%	+$470K	1.54%	21
2026 Q1	$8.29M	Buy	245,787 +6,414	+3%	+$219K	1.79%	17
2025 Q4	$8.17M	Sell	239,373 -45,759	-16%	-$1.58M	1.75%	17
2025 Q3	$9.78M	Sell	285,132 -96	-0%	-$3.26K	2.17%	18
2025 Q2	$9.66M	Buy	285,228 +9,860	+4%	+$331K	2.33%	18
2025 Q1	$9.32M	Buy	275,368 +3,203	+1%	+$108K	2.53%	18
2024 Q4	$9.07M	Buy	272,165 +5,171	+2%	+$176K	2.48%	18
2024 Q3	$9.33M	Buy	+266,994	New	+$9.21M	2.84%	17

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

Sanchez Wealth Management Group's HTRB Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Hartford Total Return Bond ETF (HTRB) stake by 5.7% in Q2 2026, buying an estimated $470K and bringing the position to 259,710 shares worth $8.76M. The position accounts for 1.54% of the portfolio, ranked #21.

Sanchez Wealth Management Group first reported a position in HTRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.78M in Q3 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Sanchez Wealth Management Group held 259,710 shares of Hartford Total Return Bond ETF worth $8.76M as of Q2 2026.
Sanchez Wealth Management Group bought 13,923 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $470K.
Hartford Total Return Bond ETF made up 1.54% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #21 holding.
Sanchez Wealth Management Group first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sanchez Wealth Management Group's Hartford Total Return Bond ETF position peaked at $9.78M in Q3 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.