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HTRB icon

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 $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return