Equitable Holdings
HTAB icon

Equitable Holdings’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Equitable Holdings’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 		$211K Buy
+10,994
New +$210K ﹤0.01% 1686
2025
Q3 		– Sell
-11,130
Closed -$208K – 1559
2025
Q2 		$208K Buy
+11,130
New +$209K ﹤0.01% 1362

Other funds holding HTAB

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wealthspire Advisors (New York)
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Equitable Holdings's HTAB Position: Q2 2026 in Review

Equitable Holdings opened a new position in Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2026: 10,994 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in HTAB as recently as Q2 2025.

Equitable Holdings first reported a position in HTAB in Q2 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

  • Equitable Holdings held 10,994 shares of Hartford Schroders Tax-Aware Bond ETF worth $211K as of Q2 2026.
  • Hartford Schroders Tax-Aware Bond ETF was a new Equitable Holdings position in Q2 2026.
  • Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1686 holding.
  • Equitable Holdings first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.