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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
Q3 		$208K Hold
11,631
– – 0.04% 275
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

LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Fermata Advisors's HTAB Position: Q3 2026 in Review

Fermata Advisors held its Hartford Schroders Tax-Aware Bond ETF (HTAB) position steady in Q3 2026 at 11,631 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #275.

Fermata Advisors first reported a position in HTAB in Q4 2024 and has held it in 8 quarters since. The position peaked at $424K in Q4 2024. 4 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

  • Fermata Advisors held 11,631 shares of Hartford Schroders Tax-Aware Bond ETF worth $208K as of Q3 2026.
  • Fermata Advisors left its Hartford Schroders Tax-Aware Bond ETF share count unchanged in Q3 2026.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.04% of Fermata Advisors's portfolio in Q3 2026, its #275 holding.
  • Fermata Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Fermata Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $424K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.