Wealth Enhancement Advisory Services
HTRB icon

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
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

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EPW
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MCIA
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HWM
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UBS Group
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PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return