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Graney & King’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Graney & King’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
-500
Closed -$9.59K – 351
2025
Q1 		$9.59K Hold
500
– – 0.01% 218
2024
Q4 		$9.68K Buy
+500
New +$9.81K 0.01% 212

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

Graney & King's HTAB Position: Q2 2025 in Review

Graney & King sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2025, closing a stake of 500 shares — an estimated $9.59K sold.

Graney & King first reported a position in HTAB in Q4 2024 and held it in 2 quarters. The position peaked at $9.68K in Q4 2024. 60 funds tracked by Wall St. Rank hold HTAB as of Q2 2025.

  • Graney & King reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Graney & King sold 500 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2025, an estimated $9.59K.
  • Graney & King first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and held it in 2 quarters.
  • Graney & King's Hartford Schroders Tax-Aware Bond ETF position peaked at $9.68K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2025.

Based on Graney & King's 13F filing for Q2 2025, filed 14 Aug 2025.