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HTRBHTRB
7 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in HARTFORD FDS EXCHANGE TRADED

Yes. HB Wealth Management holds 613,786 shares of HTRB, worth $19.7M, as of its Q3 2026 13F filing. It reduced the position by 464,188 shares (-43.1%) from Q2 2026. HB Wealth Management has held HTRB since Q1 2025, across 7 quarterly 13F filings. HTRB is 0.1% of HB Wealth Management's reported 13F portfolio.

Current Value

$19.7M

Current Shares

613,786

Total Value Change

-$46.4M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
613,786
-43.1%
$19.7M0.1%$32.05
0
2026-Q2
Decreased
1.1M
-10.9%
$36.4M0.2%$33.60
0
2026-Q1
Decreased
1.2M
-13.2%
$40.8M0.3%$33.24
0
2025-Q4
Decreased
1.4M
-10.0%
$47.6M0.3%$33.31
0
2025-Q3
Decreased
1.5M
-13.3%
$53.1M0.4%$32.98
0
2025-Q2
Decreased
1.8M
-8.5%
$60.5M0.5%$32.22
0
2025-Q1
New
2M
-
$66.1M0.6%$31.85
58

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

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