Simplicity Wealth’s Hartford Total Return Bond ETF HTRB Stock Holding History

Simplicity Wealth’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	–	Sell	-17,863	Closed	-$610K	–	773
2025 Q4	$610K	Sell	17,863 -967	-5%	-$33.3K	0.04%	383
2025 Q3	$646K	Sell	18,830 -20,194	-52%	-$687K	0.04%	387
2025 Q2	$1.32M	Buy	39,024 +18,532	+90%	+$621K	0.06%	277
2025 Q1	$694K	Buy	+20,492	New	+$689K	0.05%	293
2024 Q4	–	Sell	-12,936	Closed	-$452K	–	420
2024 Q3	$452K	Sell	12,936 -13,875	-52%	-$479K	0.04%	311
2024 Q2	$898K	Sell	26,811 -125,775	-82%	-$4.19M	0.02%	568
2024 Q1	$5.15M	Buy	152,586 +143,423	+1,565%	+$4.83M	0.12%	164
2023 Q4	$312K	Buy	9,163 +898	+11%	+$29.2K	0.12%	135
2023 Q3	$265K	Buy	8,265 +84	+1%	+$2.77K	0.16%	74
2023 Q2	$273K	Buy	8,181 +894	+12%	+$30.2K	0.17%	64
2023 Q1	$248K	Sell	7,287 -6,203	-46%	-$210K	0.16%	57
2022 Q4	$446K	Buy	+13,490	New	+$442K	0.39%	35

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

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Simplicity Wealth's HTRB Position: Q1 2026 in Review

Simplicity Wealth sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2026, closing a stake of 17,863 shares — an estimated $610K sold.

Simplicity Wealth first reported a position in HTRB in Q4 2022 and held it in 12 quarters. The position peaked at $5.15M in Q1 2024. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Simplicity Wealth reported no remaining Hartford Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 17,863 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $610K.
Simplicity Wealth first reported a position in Hartford Total Return Bond ETF in Q4 2022 and held it in 12 quarters.
Simplicity Wealth's Hartford Total Return Bond ETF position peaked at $5.15M in Q1 2024.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.