Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

HTRBHTRB
12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in HARTFORD TOTAL RETURN BOND ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.1M shares of HTRB (HARTFORD TOTAL RETURN BOND ETF), worth $38M as of 2026-Q2. The position was decreased (-0.3% shares). HTRB represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$38M

Current Shares

1.1M

Total Value Change

+$34.6M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-0.3%
$38M0.1%$33.60
0
2026-Q1
Decreased
1.1M
-35.2%
$38.4M0.1%$33.24
0
2025-Q4
Decreased
1.8M
-1.6%
$59.9M0.1%$33.31
0
2025-Q3
Decreased
1.8M
-1.8%
$61.2M0.1%$32.98
0
2025-Q2
Decreased
1.8M
-2.2%
$61.2M0.1%$32.22
0
2025-Q1
Decreased
1.9M
-4.3%
$62.8M0.1%$31.85
0
2024-Q4
Decreased
1.9M
-2.8%
$64.6M0.1%$31.02
0
2024-Q3
Increased
2M
+0.5%
$69.7M0.1%$32.12
35
2024-Q2
Decreased
2M
-2.6%
$66.5M0.2%$30.46
0
2024-Q1
Decreased
2M
-8.5%
$68.8M0.2%$30.35
0
2023-Q4
Increased
2.2M
+2037.4%
$75.8M0.2%$30.31
57
2023-Q3
New
104,257
-
$3.3M0.0%$28.24
37

Other major holders of HTRB: BNP PARIBAS FINANCIAL MARKETS, BANK OF MONTREAL /CAN/, AE Wealth Management LLC

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