Steward Partners Investment Advisory’s Hartford Total Return Bond ETF HTRB Stock Holding History

Steward Partners Investment Advisory’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	$10M	Buy	297,008 +294,915	+14,091%	+$10.1M	0.05%	329
2025 Q4	$71.5K	Sell	2,093 -340	-14%	-$11.7K	﹤0.01%	2482
2025 Q3	$83.4K	Buy	2,433 +183	+8%	+$6.22K	﹤0.01%	2334
2025 Q2	$76.2K	Hold	2,250	–	–	﹤0.01%	2265
2025 Q1	$76.2K	Buy	2,250 +400	+22%	+$13.4K	﹤0.01%	2175
2024 Q4	$61.7K	Buy	1,850 +940	+103%	+$31.9K	﹤0.01%	2226
2024 Q3	$31.8K	Buy	+910	New	+$31.4K	﹤0.01%	2452

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steward Partners Investment Advisory's HTRB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Hartford Total Return Bond ETF (HTRB) stake by 14,091% in Q1 2026, buying an estimated $10.1M and bringing the position to 297,008 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #329.

Steward Partners Investment Advisory first reported a position in HTRB in Q3 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Steward Partners Investment Advisory held 297,008 shares of Hartford Total Return Bond ETF worth $10M as of Q1 2026.
Steward Partners Investment Advisory bought 294,915 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $10.1M.
Hartford Total Return Bond ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #329 holding.
Steward Partners Investment Advisory first reported a position in Hartford Total Return Bond ETF in Q3 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.