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Strategic Wealth Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Strategic Wealth Partners’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 		$2.43K Hold
72
– – ﹤0.01% 1172
2026
Q1 		$2.43K Hold
72
– – ﹤0.01% 1148
2025
Q4 		$2.46K Buy
+72
New +$2.48K ﹤0.01% 1174

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Wealth Partners's HTRB Position: Q2 2026 in Review

Strategic Wealth Partners held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 72 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Strategic Wealth Partners first reported a position in HTRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46K in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

  • Strategic Wealth Partners held 72 shares of Hartford Total Return Bond ETF worth $2.43K as of Q2 2026.
  • Strategic Wealth Partners left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
  • Hartford Total Return Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1172 holding.
  • Strategic Wealth Partners first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Hartford Total Return Bond ETF position peaked at $2.46K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.