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

Element Wealth’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	$1.83M	Sell	95,621 -1,142	-1%	-$21.8K	0.69%	30
2026 Q1	$1.84M	Sell	96,763 -33,065	-25%	-$636K	0.76%	29
2025 Q4	$2.49M	Sell	129,828 -1,624	-1%	-$31.3K	1.02%	22
2025 Q3	$2.51M	Sell	131,452 -1,696	-1%	-$31.8K	1.09%	21
2025 Q2	$2.49M	Sell	133,148 -15,357	-10%	-$288K	1.15%	19
2025 Q1	$2.85M	Sell	148,505 -1,567	-1%	-$30.3K	1.53%	17
2024 Q4	$2.91M	Sell	150,072 -762	-0.5%	-$14.9K	1.52%	18
2024 Q3	$2.99M	Buy	150,834 +238	+0.2%	+$4.68K	1.58%	16
2024 Q2	$2.91M	Buy	150,596 +1,954	+1%	+$37.7K	1.64%	16
2024 Q1	$2.91M	Sell	148,642 -263	-0.2%	-$5.14K	1.7%	14
2023 Q4	$2.94M	Buy	+148,905	New	+$2.79M	1.84%	14

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

Element Wealth's HTAB Position: Q2 2026 in Review

Element Wealth reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 1.2% in Q2 2026, selling an estimated $21.8K and leaving 95,621 shares worth $1.83M. The position accounts for 0.69% of the portfolio, ranked #30.

Element Wealth first reported a position in HTAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.99M in Q3 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Element Wealth held 95,621 shares of Hartford Schroders Tax-Aware Bond ETF worth $1.83M as of Q2 2026.
Element Wealth sold 1,142 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $21.8K.
Hartford Schroders Tax-Aware Bond ETF made up 0.69% of Element Wealth's portfolio in Q2 2026, its #30 holding.
Element Wealth first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2023 and has held it in 11 quarters since.
Element Wealth's Hartford Schroders Tax-Aware Bond ETF position peaked at $2.99M in Q3 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.