EWA
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EverSource Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

EverSource Wealth 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
Q1 		– Sell
-33,860
Closed -$656K – 4098
2024
Q4 		$656K Buy
33,860
+8,822
+35% +$173K 0.04% 314
2024
Q3 		$496K Buy
25,038
+51
+0.2% +$1K 0.03% 326
2024
Q2 		$489K Buy
24,987
+8,431
+51% +$163K 0.03% 320
2024
Q1 		$316K Buy
+16,556
New +$324K 0.02% 364

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

EverSource Wealth Advisors's HTAB Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2025, closing a stake of 33,860 shares — an estimated $656K sold.

EverSource Wealth Advisors first reported a position in HTAB in Q1 2024 and held it in 4 quarters. The position peaked at $656K in Q4 2024. 61 funds tracked by Wall St. Rank hold HTAB as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 33,860 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2025, an estimated $656K.
  • EverSource Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and held it in 4 quarters.
  • EverSource Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $656K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.