Goldman Sachs’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Goldman Sachs’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 Q4	–	Sell	-57,681	Closed	-$1.1M	–	6597
2025 Q3	$1.1M	Buy	+57,681	New	+$1.08M	﹤0.01%	4966
2025 Q2	–	Sell	-36,700	Closed	-$704K	–	6227
2025 Q1	$704K	Buy	+36,700	New	+$709K	﹤0.01%	4956

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs's HTAB Position: Q4 2025 in Review

Goldman Sachs sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2025, closing a stake of 57,681 shares — an estimated $1.1M sold.

Goldman Sachs first reported a position in HTAB in Q1 2025 and held it in 2 quarters. The position peaked at $1.1M in Q3 2025. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

Goldman Sachs reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2025 after selling out during the quarter.
Goldman Sachs sold 57,681 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $1.1M.
Goldman Sachs first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2025 and held it in 2 quarters.
Goldman Sachs's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.1M in Q3 2025.
51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Goldman Sachs's 13F filing for Q4 2025, filed 10 Feb 2026.