Stonehearth Capital Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Stonehearth Capital 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	$327K	Sell	9,704 -106	-1%	-$3.58K	0.11%	60
2026 Q1	$331K	Buy	9,810 +344	+4%	+$11.8K	0.13%	60
2025 Q4	$323K	Buy	9,466 +768	+9%	+$26.5K	0.12%	66
2025 Q3	$298K	Sell	8,698 -323	-4%	-$11K	0.12%	74
2025 Q2	$306K	Buy	9,021 +17	+0.2%	+$570	0.13%	61
2025 Q1	$305K	Sell	9,004 -1	-0%	-$34	0.13%	56
2024 Q4	$300K	Sell	9,005 -208	-2%	-$7.07K	0.12%	55
2024 Q3	$322K	Buy	9,213 +1,968	+27%	+$67.9K	0.13%	50
2024 Q2	$243K	Buy	7,245 +174	+2%	+$5.8K	0.1%	63
2024 Q1	$239K	Buy	7,071 +343	+5%	+$11.6K	0.11%	61
2023 Q4	$229K	Buy	+6,728	New	+$219K	0.11%	67
2023 Q3	–	Sell	-6,673	Closed	-$223K	–	71
2023 Q2	$223K	Buy	+6,673	New	+$226K	0.12%	67

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

Stonehearth Capital Management's HTRB Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Hartford Total Return Bond ETF (HTRB) stake by 1.1% in Q2 2026, selling an estimated $3.58K and leaving 9,704 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #60.

Stonehearth Capital Management first reported a position in HTRB in Q2 2023 and has held it in 12 quarters since. The position peaked at $331K in Q1 2026. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Stonehearth Capital Management held 9,704 shares of Hartford Total Return Bond ETF worth $327K as of Q2 2026.
Stonehearth Capital Management sold 106 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $3.58K.
Hartford Total Return Bond ETF made up 0.11% of Stonehearth Capital Management's portfolio in Q2 2026, its #60 holding.
Stonehearth Capital Management first reported a position in Hartford Total Return Bond ETF in Q2 2023 and has held it in 12 quarters since.
Stonehearth Capital Management's Hartford Total Return Bond ETF position peaked at $331K in Q1 2026.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.