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 Q2	$8.17M	Buy	242,117 +15,131	+7%	+$511K	0.04%	466
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 $1.25B 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

Sanctuary Advisors's HTRB Position: Q2 2026 in Review

Sanctuary Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 6.7% in Q2 2026, buying an estimated $511K and bringing the position to 242,117 shares worth $8.17M. The position accounts for 0.04% of the portfolio, ranked #466.

Sanctuary Advisors first reported a position in HTRB in Q2 2024 and has held it in 8 quarters since. The position peaked at $30.2M in Q4 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Sanctuary Advisors held 242,117 shares of Hartford Total Return Bond ETF worth $8.17M as of Q2 2026.
Sanctuary Advisors bought 15,131 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $511K.
Hartford Total Return Bond ETF made up 0.04% of Sanctuary Advisors's portfolio in Q2 2026, its #466 holding.
Sanctuary Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Hartford Total Return Bond ETF position peaked at $30.2M in Q4 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.