Wealth Enhancement Advisory Services’s Hartford Total Return Bond ETF HTRB Stock Holding History

Wealth Enhancement Advisory Services’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	$38M	Sell	1,132,219 -3,624	-0.3%	-$122K	0.06%	262
2026 Q1	$38.4M	Sell	1,135,843 -617,564	-35%	-$21.1M	0.08%	241
2025 Q4	$59.9M	Sell	1,753,407 -29,022	-2%	-$1,000K	0.08%	230
2025 Q3	$61.2M	Sell	1,782,429 -32,619	-2%	-$1.11M	0.09%	209
2025 Q2	$61.2M	Sell	1,815,048 -40,254	-2%	-$1.35M	0.1%	198
2025 Q1	$62.8M	Sell	1,855,302 -83,459	-4%	-$2.81M	0.12%	169
2024 Q4	$64.6M	Sell	1,938,761 -55,714	-3%	-$1.89M	0.12%	160
2024 Q3	$69.7M	Buy	1,994,475 +10,158	+0.5%	+$350K	0.15%	137
2024 Q2	$66.5M	Sell	1,984,317 -54,079	-3%	-$1.8M	0.16%	138
2024 Q1	$68.8M	Sell	2,038,396 -189,965	-9%	-$6.4M	0.18%	121
2023 Q4	$75.8M	Buy	2,228,361 +2,124,104	+2,037%	+$69.2M	0.22%	102
2023 Q3	$3.35M	Buy	+104,257	New	+$3.44M	0.01%	679

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTRB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Hartford Total Return Bond ETF (HTRB) stake by 0.32% in Q2 2026, selling an estimated $122K and leaving 1,132,219 shares worth $38M. The position accounts for 0.06% of the portfolio, ranked #262.

Wealth Enhancement Advisory Services first reported a position in HTRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $75.8M in Q4 2023. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Wealth Enhancement Advisory Services held 1,132,219 shares of Hartford Total Return Bond ETF worth $38M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,624 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $122K.
Hartford Total Return Bond ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #262 holding.
Wealth Enhancement Advisory Services first reported a position in Hartford Total Return Bond ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Hartford Total Return Bond ETF position peaked at $75.8M in Q4 2023.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.