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Smartleaf Asset Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Smartleaf Asset Management’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
-450
Closed -$15.4K – 3584
2025
Q4 		$15.4K Sell
450
-32,384
-99% -$1.12M ﹤0.01% 2176
2025
Q3 		$1.13M Buy
32,834
+29,252
+817% +$995K 0.07% 291
2025
Q2 		$121K Buy
+3,582
New +$120K 0.01% 791

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smartleaf Asset Management's HTRB Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2026, closing a stake of 450 shares — an estimated $15.4K sold.

Smartleaf Asset Management first reported a position in HTRB in Q2 2025 and held it in 3 quarters. The position peaked at $1.13M in Q3 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Hartford Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 450 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $15.4K.
  • Smartleaf Asset Management first reported a position in Hartford Total Return Bond ETF in Q2 2025 and held it in 3 quarters.
  • Smartleaf Asset Management's Hartford Total Return Bond ETF position peaked at $1.13M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.