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

Wealth Enhancement Trust 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	$249K	Hold	7,374	–	–	0.03%	270
2026 Q1	$249K	Hold	7,374	–	–	0.03%	258
2025 Q4	$252K	Buy	+7,374	New	+$254K	0.03%	245

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 7,374 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #270.

Wealth Enhancement Trust Services first reported a position in HTRB in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 93 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Wealth Enhancement Trust Services held 7,374 shares of Hartford Total Return Bond ETF worth $249K as of Q2 2026.
Wealth Enhancement Trust Services left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
Hartford Total Return Bond ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #270 holding.
Wealth Enhancement Trust Services first reported a position in Hartford Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's Hartford Total Return Bond ETF position peaked at $252K in Q4 2025.
93 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

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