FA
HTAB icon

Fermata Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Fermata 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
2026
Q2 		$223K Hold
11,631
– – 0.05% 242
2026
Q1 		$221K Hold
11,631
– – 0.05% 216
2025
Q4 		$223K Hold
11,631
– – 0.05% 198
2025
Q3 		$223K Hold
11,631
– – 0.06% 194
2025
Q2 		$218K Sell
11,631
-10,250
-47% -$192K 0.06% 206
2025
Q1 		$419K Hold
21,881
– – 0.08% 177
2024
Q4 		$424K Buy
+21,881
New +$429K 0.08% 160

Other funds holding HTAB

YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return