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HTRBHTRB
6 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in HARTFORD TOTAL RETURN BOND ETF

HB Wealth Management, LLC holds 1.1M shares of HTRB (HARTFORD TOTAL RETURN BOND ETF), worth $36.4M as of 2026-Q2. The position was decreased (-10.9% shares). HTRB represents 0.2% of HB Wealth Management, LLC's portfolio.

Current Value

$36.4M

Current Shares

1.1M

Total Value Change

-$29.7M

Total Shares Change

-873,982

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
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: BNP PARIBAS FINANCIAL MARKETS, BANK OF MONTREAL /CAN/, AE Wealth Management LLC

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