Signature Estate & Investment Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Signature Estate & Investment 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	$287K	Buy	8,493 +951	+13%	+$32.1K	0.01%	555
2026 Q1	$254K	Buy	+7,542	New	+$258K	0.01%	566

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFP

Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return

Signature Estate & Investment Advisors's HTRB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 13% in Q2 2026, buying an estimated $32.1K and bringing the position to 8,493 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #555.

Signature Estate & Investment Advisors first reported a position in HTRB in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Signature Estate & Investment Advisors held 8,493 shares of Hartford Total Return Bond ETF worth $287K as of Q2 2026.
Signature Estate & Investment Advisors bought 951 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $32.1K.
Hartford Total Return Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #555 holding.
Signature Estate & Investment Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
72 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.