Carson Wealth (CWM LLC)
HTAB icon

Carson Wealth (CWM LLC)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-76
Closed -$1K – 5477
2025
Q3 		$1K Hold
76
– – ﹤0.01% 5130
2025
Q2 		$1K Sell
76
-87
-53% -$1.63K ﹤0.01% 5016
2025
Q1 		$3K Buy
+163
New +$3.15K ﹤0.01% 4628

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HTAB Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2025, closing a stake of 76 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HTAB in Q1 2025 and held it in 3 quarters. The position peaked at $3K in Q1 2025. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 76 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Hartford Schroders Tax-Aware Bond ETF position peaked at $3K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.