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Sound Income Strategies’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sound Income Strategies’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 		– Sell
-17
Closed -$574 – 1322
2026
Q1 		$574 Buy
+17
New +$581 ﹤0.01% 2377

Other funds holding HTRB

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Sound Income Strategies's HTRB Position: Q2 2026 in Review

Sound Income Strategies sold out of Hartford Total Return Bond ETF (HTRB) in Q2 2026, closing a stake of 17 shares — an estimated $574 sold.

Sound Income Strategies first reported a position in HTRB in Q1 2026 and held it in 1 quarter. The position peaked at $574 in Q1 2026. 52 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Sound Income Strategies reported no remaining Hartford Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 17 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $574.
  • Sound Income Strategies first reported a position in Hartford Total Return Bond ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Hartford Total Return Bond ETF position peaked at $574 in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.