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 Q2	$4.67M	Buy	138,512 +3,960	+3%	+$134K	0.49%	47
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 $1.25B 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

United Advisor Group's HTRB Position: Q2 2026 in Review

United Advisor Group increased its Hartford Total Return Bond ETF (HTRB) stake by 2.9% in Q2 2026, buying an estimated $134K and bringing the position to 138,512 shares worth $4.67M. The position accounts for 0.49% of the portfolio, ranked #47.

United Advisor Group first reported a position in HTRB in Q4 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

United Advisor Group held 138,512 shares of Hartford Total Return Bond ETF worth $4.67M as of Q2 2026.
United Advisor Group bought 3,960 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $134K.
Hartford Total Return Bond ETF made up 0.49% of United Advisor Group's portfolio in Q2 2026, its #47 holding.
United Advisor Group first reported a position in Hartford Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.