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 Q2	$529K	Sell	15,686 -1,114	-7%	-$37.6K	0.06%	218
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 $1.25B 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

Victory Financial Group's HTRB Position: Q2 2026 in Review

Victory Financial Group reduced its Hartford Total Return Bond ETF (HTRB) stake by 6.6% in Q2 2026, selling an estimated $37.6K and leaving 15,686 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #218.

Victory Financial Group first reported a position in HTRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $627K in Q1 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Victory Financial Group held 15,686 shares of Hartford Total Return Bond ETF worth $529K as of Q2 2026.
Victory Financial Group sold 1,114 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $37.6K.
Hartford Total Return Bond ETF made up 0.06% of Victory Financial Group's portfolio in Q2 2026, its #218 holding.
Victory Financial Group first reported a position in Hartford Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
Victory Financial Group's Hartford Total Return Bond ETF position peaked at $627K in Q1 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

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