Wealthcare Advisory Partners’s Hartford Total Return Bond ETF HTRB Stock Holding History

Wealthcare Advisory Partners’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	$213K	Sell	6,303 -89	-1%	-$3.01K	﹤0.01%	1019
2026 Q1	$216K	Sell	6,392 -82	-1%	-$2.8K	﹤0.01%	995
2025 Q4	$221K	Buy	6,474 +2	+0%	+$69	﹤0.01%	985
2025 Q3	$222K	Buy	+6,472	New	+$220K	﹤0.01%	944
2024 Q4	–	Sell	-52,894	Closed	-$1.85M	–	910
2024 Q3	$1.85M	Sell	52,894 -130	-0.2%	-$4.49K	0.05%	285
2024 Q2	$1.78M	Sell	53,024 -676	-1%	-$22.5K	0.06%	257
2024 Q1	$1.81M	Buy	53,700 +491	+0.9%	+$16.5K	0.06%	250
2023 Q4	$1.81M	Buy	+53,209	New	+$1.73M	0.07%	215
2021 Q3	–	Sell	-8,593	Closed	-$352K	–	560
2021 Q2	$352K	Buy	+8,593	New	+$349K	0.02%	386

Other funds holding HTRB

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

HFS

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's HTRB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Hartford Total Return Bond ETF (HTRB) stake by 1.4% in Q2 2026, selling an estimated $3.01K and leaving 6,303 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Wealthcare Advisory Partners first reported a position in HTRB in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2024. 21 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Wealthcare Advisory Partners held 6,303 shares of Hartford Total Return Bond ETF worth $213K as of Q2 2026.
Wealthcare Advisory Partners sold 89 Hartford Total Return Bond ETF shares in Q2 2026, an estimated $3.01K.
Hartford Total Return Bond ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1019 holding.
Wealthcare Advisory Partners first reported a position in Hartford Total Return Bond ETF in Q2 2021 and has held it in 9 quarters since.
Wealthcare Advisory Partners's Hartford Total Return Bond ETF position peaked at $1.85M in Q3 2024.
21 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.