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Axxcess Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Axxcess Wealth Management’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.08M Buy
+264,611
New +$5.06M 0.08% 224
2026
Q1 		– Sell
-244,475
Closed -$4.68M – 664
2025
Q4 		$4.68M Buy
244,475
+14,319
+6% +$276K 0.08% 221
2025
Q3 		$4.4M Buy
230,156
+72,837
+46% +$1.36M 0.09% 172
2025
Q2 		$2.94M Sell
157,319
-4,914
-3% -$92.2K 0.07% 225
2025
Q1 		$3.11M Buy
162,233
+13,203
+9% +$255K 0.08% 189
2024
Q4 		$2.89M Buy
149,030
+8,397
+6% +$165K 0.07% 204
2024
Q3 		$2.79M Buy
140,633
+10,518
+8% +$207K 0.07% 208
2024
Q2 		$2.51M Sell
130,115
-4,535
-3% -$87.5K 0.07% 217
2024
Q1 		$2.64M Sell
134,650
-3,640
-3% -$71.1K 0.07% 210
2023
Q4 		$2.73M Buy
138,290
+47,034
+52% +$881K 0.08% 197
2023
Q3 		$1.67M Buy
+91,256
New +$1.74M 0.06% 232

Other funds holding HTAB

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

Axxcess Wealth Management's HTAB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2026: 264,611 shares worth $5.08M. The stake represents 0.08% of the portfolio and ranks #224 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HTAB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HTAB in Q3 2023 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

  • Axxcess Wealth Management held 264,611 shares of Hartford Schroders Tax-Aware Bond ETF worth $5.08M as of Q2 2026.
  • Hartford Schroders Tax-Aware Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Axxcess Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 19 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.