VFG
HTRB icon

Victory Financial Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Victory Financial 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 		$567K Buy
16,800
+828
+5% +$28.3K 0.07% 181
2025
Q4 		$545K Hold
15,972
– – 0.07% 174
2025
Q3 		$548K Sell
15,972
-1,038
-6% -$35.3K 0.08% 141
2025
Q2 		$576K Sell
17,010
-1,512
-8% -$50.7K 0.09% 112
2025
Q1 		$627K Buy
+18,522
New +$623K 0.12% 93

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Financial Group's HTRB Position: Q1 2026 in Review

Victory Financial Group increased its Hartford Total Return Bond ETF (HTRB) stake by 5.2% in Q1 2026, buying an estimated $28.3K and bringing the position to 16,800 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #181.

Victory Financial Group first reported a position in HTRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $627K in Q1 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • Victory Financial Group held 16,800 shares of Hartford Total Return Bond ETF worth $567K as of Q1 2026.
  • Victory Financial Group bought 828 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $28.3K.
  • Hartford Total Return Bond ETF made up 0.07% of Victory Financial Group's portfolio in Q1 2026, its #181 holding.
  • Victory Financial Group first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Victory Financial Group's Hartford Total Return Bond ETF position peaked at $627K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.