Sanctuary Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sanctuary Advisors’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	$7.66M	Buy	226,986 +14,142	+7%	+$484K	0.04%	442
2025 Q4	$7.27M	Buy	212,844 +12,700	+6%	+$437K	0.04%	443
2025 Q3	$6.86M	Buy	200,144 +40,051	+25%	+$1.36M	0.04%	437
2025 Q2	$5.42M	Buy	+160,093	New	+$5.37M	0.03%	483
2025 Q1	–	Sell	-900,338	Closed	-$30.2M	–	2309
2024 Q4	$30.2M	Buy	900,338 +55,096	+7%	+$1.87M	0.19%	114
2024 Q3	$28.5M	Buy	845,242 +307,444	+57%	+$10.6M	0.18%	119
2024 Q2	$17.6M	Buy	+537,798	New	+$17.9M	0.13%	161

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

Sanctuary Advisors's HTRB Position: Q1 2026 in Review

Sanctuary Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 6.6% in Q1 2026, buying an estimated $484K and bringing the position to 226,986 shares worth $7.66M. The position accounts for 0.04% of the portfolio, ranked #442.

Sanctuary Advisors first reported a position in HTRB in Q2 2024 and has held it in 7 quarters since. The position peaked at $30.2M in Q4 2024. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Sanctuary Advisors held 226,986 shares of Hartford Total Return Bond ETF worth $7.66M as of Q1 2026.
Sanctuary Advisors bought 14,142 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $484K.
Hartford Total Return Bond ETF made up 0.04% of Sanctuary Advisors's portfolio in Q1 2026, its #442 holding.
Sanctuary Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 7 quarters since.
Sanctuary Advisors's Hartford Total Return Bond ETF position peaked at $30.2M in Q4 2024.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.