Commonwealth Equity Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Commonwealth Equity Services’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	$364K	Sell	18,986 -31,938	-63%	-$611K	﹤0.01%	3598
2026 Q1	$968K	Sell	50,924 -3,961	-7%	-$76.2K	﹤0.01%	2643
2025 Q4	$1.05M	Sell	54,885 -12,550	-19%	-$242K	﹤0.01%	2537
2025 Q3	$1.29M	Sell	67,435 -25,313	-27%	-$474K	﹤0.01%	2389
2025 Q2	$1.74M	Sell	92,748 -11,758	-11%	-$221K	﹤0.01%	2107
2025 Q1	$2M	Sell	104,506 -36,607	-26%	-$707K	﹤0.01%	1910
2024 Q4	$2.73M	Buy	141,113 +5,425	+4%	+$106K	﹤0.01%	1652
2024 Q3	$2.69M	Sell	135,688 -18,137	-12%	-$357K	﹤0.01%	1617
2024 Q2	$2.97M	Buy	153,825 +14,326	+10%	+$276K	﹤0.01%	1529
2024 Q1	$2.73M	Sell	139,499 -34,242	-20%	-$669K	﹤0.01%	1555
2023 Q4	$3.43M	Buy	173,741 +20,478	+13%	+$384K	0.01%	1334
2023 Q3	$2.8M	Buy	153,263 +19,032	+14%	+$363K	0.01%	1379
2023 Q2	$2.61M	Buy	134,231 +37,298	+38%	+$728K	0.01%	1449
2023 Q1	$1.9M	Buy	96,933 +62,018	+178%	+$1.21M	﹤0.01%	1587
2022 Q4	$665K	Buy	+34,915	New	+$654K	﹤0.01%	2232

Other funds holding HTAB

CPC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's HTAB Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 63% in Q2 2026, selling an estimated $611K and leaving 18,986 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

Commonwealth Equity Services first reported a position in HTAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.43M in Q4 2023. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Commonwealth Equity Services held 18,986 shares of Hartford Schroders Tax-Aware Bond ETF worth $364K as of Q2 2026.
Commonwealth Equity Services sold 31,938 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $611K.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3598 holding.
Commonwealth Equity Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's Hartford Schroders Tax-Aware Bond ETF position peaked at $3.43M in Q4 2023.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.