WCG Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

WCG Wealth Advisors’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	$13.2M	Buy	392,209 +7,130	+2%	+$241K	0.31%	83
2026 Q1	$13M	Sell	385,079 -1,478,960	-79%	-$50.6M	0.36%	75
2025 Q4	$63.7M	Buy	1,864,039 +1,266,392	+212%	+$43.6M	1.78%	5
2025 Q3	$20.5M	Sell	597,647 -16,562	-3%	-$563K	1.28%	18
2025 Q2	$20.8M	Sell	614,209 -200,838	-25%	-$6.73M	1.35%	16
2025 Q1	$27.6M	Sell	815,047 -157,944	-16%	-$5.31M	2.1%	4
2024 Q4	$32.4M	Sell	972,991 -117	-0%	-$3.98K	2.14%	5
2024 Q3	$34M	Sell	973,108 -165,558	-15%	-$5.71M	2.3%	2
2024 Q2	$38.1M	Buy	1,138,666 +352,787	+45%	+$11.8M	2.82%	2
2024 Q1	$26.5M	Sell	785,879 -131,765	-14%	-$4.44M	2.22%	7
2023 Q4	$31.2M	Sell	917,644 -155,757	-15%	-$5.07M	2.29%	5
2023 Q3	$35.1M	Buy	1,073,401 +54,441	+5%	+$1.79M	2.57%	4
2023 Q2	$34.1M	Buy	1,018,960 +68,769	+7%	+$2.33M	3.98%	3
2023 Q1	$32.3M	Buy	950,191 +27,705	+3%	+$936K	4.14%	3
2022 Q4	$30.5M	Buy	922,486 +90,259	+11%	+$2.96M	4.18%	3
2022 Q3	$29.6M	Sell	832,227 -39,249	-5%	-$1.35M	3.91%	2
2022 Q2	$29.8M	Buy	+871,476	New	+$30.6M	4.14%	2

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

WCG Wealth Advisors's HTRB Position: Q2 2026 in Review

WCG Wealth Advisors increased its Hartford Total Return Bond ETF (HTRB) stake by 1.9% in Q2 2026, buying an estimated $241K and bringing the position to 392,209 shares worth $13.2M. The position accounts for 0.31% of the portfolio, ranked #83.

WCG Wealth Advisors first reported a position in HTRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $63.7M in Q4 2025. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

WCG Wealth Advisors held 392,209 shares of Hartford Total Return Bond ETF worth $13.2M as of Q2 2026.
WCG Wealth Advisors bought 7,130 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $241K.
Hartford Total Return Bond ETF made up 0.31% of WCG Wealth Advisors's portfolio in Q2 2026, its #83 holding.
WCG Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2022 and has held it in 17 quarters since.
WCG Wealth Advisors's Hartford Total Return Bond ETF position peaked at $63.7M in Q4 2025.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.