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

Wealth Watch 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	–	Sell	-21	Closed	-$722	–	446
2025 Q4	$722	Hold	21	–	–	﹤0.01%	824
2025 Q3	$720	Buy	+21	New	+$714	﹤0.01%	792

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Wealth Watch Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q1 2026, closing a stake of 21 shares — an estimated $722 sold.

Wealth Watch Advisors first reported a position in HTRB in Q3 2025 and held it in 2 quarters. The position peaked at $722 in Q4 2025. 128 funds tracked by Wall St. Rank hold HTRB as of Q1 2026.

Wealth Watch Advisors reported no remaining Hartford Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 21 Hartford Total Return Bond ETF shares in Q1 2026, an estimated $722.
Wealth Watch Advisors first reported a position in Hartford Total Return Bond ETF in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's Hartford Total Return Bond ETF position peaked at $722 in Q4 2025.
128 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.