Westside Investment Management’s Hartford Total Return Bond ETF HTRB Stock Holding History

Westside Investment Management’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	$797K	Hold	23,635	–	–	0.1%	160
2026 Q1	$798K	Hold	23,635	–	–	0.12%	152
2025 Q4	$807K	Buy	23,635 +985	+4%	+$33.9K	0.13%	139
2025 Q3	$777K	Sell	22,650 -550	-2%	-$18.7K	0.12%	145
2025 Q2	$786K	Hold	23,200	–	–	0.15%	136
2025 Q1	$786K	Sell	23,200 -3,550	-13%	-$119K	0.17%	125
2024 Q4	$892K	Buy	26,750 +1,200	+5%	+$40.8K	0.19%	123
2024 Q3	$889K	Hold	25,550	–	–	0.19%	121
2024 Q2	$856K	Buy	25,550 +4,850	+23%	+$162K	0.2%	118
2024 Q1	$697K	Buy	20,700 +450	+2%	+$15.2K	0.17%	128
2023 Q4	$689K	Buy	20,250 +750	+4%	+$24.4K	0.18%	122
2023 Q3	$626K	Buy	+19,500	New	+$643K	0.18%	119

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

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

Westside Investment Management's HTRB Position: Q2 2026 in Review

Westside Investment Management held its Hartford Total Return Bond ETF (HTRB) position steady in Q2 2026 at 23,635 shares worth $797K. The position accounts for 0.1% of the portfolio, ranked #160.

Westside Investment Management first reported a position in HTRB in Q3 2023 and has held it in 12 quarters since. The position peaked at $892K in Q4 2024. 124 funds tracked by Wall St. Rank hold HTRB as of Q2 2026.

Westside Investment Management held 23,635 shares of Hartford Total Return Bond ETF worth $797K as of Q2 2026.
Westside Investment Management left its Hartford Total Return Bond ETF share count unchanged in Q2 2026.
Hartford Total Return Bond ETF made up 0.1% of Westside Investment Management's portfolio in Q2 2026, its #160 holding.
Westside Investment Management first reported a position in Hartford Total Return Bond ETF in Q3 2023 and has held it in 12 quarters since.
Westside Investment Management's Hartford Total Return Bond ETF position peaked at $892K in Q4 2024.
124 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.