Sovran Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Sovran 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	$402K	Sell	12,001 -1,724	-13%	-$58.3K	0.03%	421
2026 Q1	$463K	Sell	13,725 -4,198	-23%	-$144K	0.04%	378
2025 Q4	$615K	Sell	17,923 -3,120	-15%	-$107K	0.05%	306
2025 Q3	$725K	Sell	21,043 -1,616	-7%	-$54.9K	0.06%	269
2025 Q2	$762K	Buy	22,659 +9,291	+70%	+$311K	0.08%	248
2025 Q1	$447K	Buy	+13,368	New	+$449K	0.06%	307

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

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

Sovran Advisors's HTRB Position: Q2 2026 in Review

Sovran Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 13% in Q2 2026, selling an estimated $58.3K and leaving 12,001 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #421.

Sovran Advisors first reported a position in HTRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $762K in Q2 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Sovran Advisors held 12,001 shares of Hartford Total Return Bond ETF worth $402K as of Q2 2026.
Sovran Advisors sold 1,724 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $58.3K.
Hartford Total Return Bond ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #421 holding.
Sovran Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Sovran Advisors's Hartford Total Return Bond ETF position peaked at $762K in Q2 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.