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

Spire Wealth 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 Q2	$24.1M	Sell	713,501 -868	-0.1%	-$29.3K	0.73%	31
2026 Q1	$24.1M	Buy	714,369 +48,976	+7%	+$1.67M	0.82%	22
2025 Q4	$22.7M	Buy	665,393 +1,484	+0.2%	+$51.1K	0.76%	26
2025 Q3	$22.8M	Sell	663,909 -8,169	-1%	-$278K	0.77%	24
2025 Q2	$22.6M	Sell	672,078 -98,111	-13%	-$3.29M	0.81%	20
2025 Q1	$26.1M	Buy	770,189 +11,361	+1%	+$382K	0.83%	22
2024 Q4	$25.3M	Sell	758,828 -7,840	-1%	-$266K	0.79%	22
2024 Q3	$26.8M	Sell	766,668 -3,827	-0.5%	-$132K	0.9%	22
2024 Q2	$25.7M	Sell	770,495 -27,095	-3%	-$903K	0.91%	21
2024 Q1	$123M	Buy	797,590 +12,819	+2%	+$432K	2.22%	9
2023 Q4	$26.4M	Sell	784,771 -32,534	-4%	-$1.06M	0.87%	18
2023 Q3	$26.2M	Buy	817,305 +15,033	+2%	+$496K	1%	20
2023 Q2	$36.8M	Buy	802,272 +38,086	+5%	+$1.29M	1.36%	11
2023 Q1	$26M	Buy	764,186 +156,282	+26%	+$5.28M	1.01%	16
2022 Q4	$20.1M	Buy	607,904 +8,895	+1%	+$292K	1.13%	21
2022 Q3	$19.4M	Sell	599,009 -44,177	-7%	-$1.52M	1.18%	19
2022 Q2	$22M	Sell	643,186 -198,837	-24%	-$6.98M	0.91%	18
2022 Q1	$31.1M	Buy	842,023 +40,490	+5%	+$1.54M	0.83%	21
2021 Q4	$31.9M	Buy	801,533 +5,896	+0.7%	+$239K	0.71%	25
2021 Q3	$32.5M	Buy	795,637 +45,175	+6%	+$1.86M	0.86%	18
2021 Q2	$31M	Buy	750,462 +26,097	+4%	+$1.06M	0.84%	17
2021 Q1	$29.1M	Buy	+724,365	New	+$29.7M	0.77%	20

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

Spire Wealth Management's HTRB Position: Q2 2026 in Review

Spire Wealth Management reduced its Hartford Total Return Bond ETF (HTRB) stake by 0.12% in Q2 2026, selling an estimated $29.3K and leaving 713,501 shares worth $24.1M. The position accounts for 0.73% of the portfolio, ranked #31.

Spire Wealth Management first reported a position in HTRB in Q1 2021 and has held it in 22 quarters since. The position peaked at $123M in Q1 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Spire Wealth Management held 713,501 shares of Hartford Total Return Bond ETF worth $24.1M as of Q2 2026.
Spire Wealth Management sold 868 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $29.3K.
Hartford Total Return Bond ETF made up 0.73% of Spire Wealth Management's portfolio in Q2 2026, its #31 holding.
Spire Wealth Management first reported a position in Hartford Total Return Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Hartford Total Return Bond ETF position peaked at $123M in Q1 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.