United Advisor Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

United Advisor Group’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	$4.54M	Buy	134,552 +10,416	+8%	+$356K	0.56%	42
2025 Q4	$4.24M	Buy	124,136 +11,233	+10%	+$387K	0.53%	48
2025 Q3	$3.87M	Buy	112,903 +11,417	+11%	+$388K	0.52%	47
2025 Q2	$3.44M	Buy	101,486 +80,304	+379%	+$2.69M	0.59%	42
2025 Q1	$717K	Buy	21,182 +7,537	+55%	+$253K	0.15%	144
2024 Q4	$455K	Sell	13,645 -1,723	-11%	-$58.5K	0.09%	211
2024 Q3	$537K	Buy	15,368 +45	+0.3%	+$1.55K	0.12%	177
2024 Q2	$513K	Sell	15,323 -2,286	-13%	-$76.2K	0.16%	129
2024 Q1	$594K	Buy	17,609 +6,096	+53%	+$205K	0.22%	102
2023 Q4	$397K	Buy	+11,513	New	+$375K	0.48%	39

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

United Advisor Group's HTRB Position: Q1 2026 in Review

United Advisor Group increased its Hartford Total Return Bond ETF (HTRB) stake by 8.4% in Q1 2026, buying an estimated $356K and bringing the position to 134,552 shares worth $4.54M. The position accounts for 0.56% of the portfolio, ranked #42.

United Advisor Group first reported a position in HTRB in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

United Advisor Group held 134,552 shares of Hartford Total Return Bond ETF worth $4.54M as of Q1 2026.
United Advisor Group bought 10,416 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $356K.
Hartford Total Return Bond ETF made up 0.56% of United Advisor Group's portfolio in Q1 2026, its #42 holding.
United Advisor Group first reported a position in Hartford Total Return Bond ETF in Q4 2023 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.