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FWL Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

FWL Investment Management’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
Q2 		– Sell
-435
Closed -$8.34K – 336
2025
Q1 		$8.34K Buy
+435
New +$8.4K ﹤0.01% 233

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWL Investment Management's HTAB Position: Q2 2025 in Review

FWL Investment Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2025, closing a stake of 435 shares — an estimated $8.34K sold.

FWL Investment Management first reported a position in HTAB in Q1 2025 and held it in 1 quarter. The position peaked at $8.34K in Q1 2025. 60 funds tracked by Wall St. Rank hold HTAB as of Q2 2025.

  • FWL Investment Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2025 after selling out during the quarter.
  • FWL Investment Management sold 435 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2025, an estimated $8.34K.
  • FWL Investment Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2025 and held it in 1 quarter.
  • FWL Investment Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $8.34K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2025.

Based on FWL Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.