WIM
HTRB icon

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
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 $1.15B AUM 8.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return