Cambridge Investment Research Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q3	–	Sell	-156,823	Closed	-$2.93M	–	3778
2025 Q2	$2.93M	Buy	156,823 +2,987	+2%	+$56K	0.01%	1164
2025 Q1	$2.95M	Buy	153,836 +12,197	+9%	+$236K	0.01%	1109
2024 Q4	$2.74M	Sell	141,639 -97,645	-41%	-$1.92M	0.01%	1146
2024 Q3	$4.74M	Buy	239,284 +143,067	+149%	+$2.81M	0.02%	819
2024 Q2	$1.86M	Buy	96,217 +7,462	+8%	+$144K	0.01%	1328
2024 Q1	$1.74M	Sell	88,755 -6,802	-7%	-$133K	0.01%	1360
2023 Q4	$1.89M	Sell	95,557 -65,659	-41%	-$1.23M	0.01%	1238
2023 Q3	$2.94M	Buy	161,216 +17,552	+12%	+$335K	0.01%	930
2023 Q2	$2.79M	Buy	143,664 +113,392	+375%	+$2.21M	0.01%	971
2023 Q1	$594K	Buy	30,272 +4,936	+19%	+$96.1K	﹤0.01%	1971
2022 Q4	$483K	Buy	25,336 +11,291	+80%	+$212K	﹤0.01%	2040
2022 Q3	$258K	Buy	+14,045	New	+$272K	﹤0.01%	2489
2022 Q2	–	Sell	-23,166	Closed	-$463K	–	3130
2022 Q1	$463K	Sell	23,166 -5,116	-18%	-$106K	﹤0.01%	2170
2021 Q4	$601K	Buy	+28,282	New	+$608K	﹤0.01%	1956

Other funds holding HTAB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cambridge Investment Research Advisors's HTAB Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2025, closing a stake of 156,823 shares — an estimated $2.93M sold.

Cambridge Investment Research Advisors first reported a position in HTAB in Q4 2021 and held it in 14 quarters. The position peaked at $4.74M in Q3 2024. 54 funds tracked by Wall St. Rank hold HTAB as of Q3 2025.

Cambridge Investment Research Advisors reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 156,823 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2025, an estimated $2.93M.
Cambridge Investment Research Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2021 and held it in 14 quarters.
Cambridge Investment Research Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $4.74M in Q3 2024.
54 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.