WWA
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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
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 $1.15B 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

WCG Wealth Advisors's HTRB Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Hartford Total Return Bond ETF (HTRB) stake by 79% in Q1 2026, selling an estimated $50.6M and leaving 385,079 shares worth $13M. The position accounts for 0.36% of the portfolio, ranked #75.

WCG Wealth Advisors first reported a position in HTRB in Q2 2022 and has held it in 16 quarters since. The position peaked at $63.7M in Q4 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

  • WCG Wealth Advisors held 385,079 shares of Hartford Total Return Bond ETF worth $13M as of Q1 2026.
  • WCG Wealth Advisors sold 1,478,960 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $50.6M.
  • Hartford Total Return Bond ETF made up 0.36% of WCG Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • WCG Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Hartford Total Return Bond ETF position peaked at $63.7M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.