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Harbour Investments’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Harbour Investments’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 		$475K Buy
24,760
+42
+0.2% +$804 0.01% 1142
2026
Q1 		$470K Buy
24,718
+1,042
+4% +$20K 0.01% 1090
2025
Q4 		$453K Sell
23,676
-21
-0.1% -$405 0.01% 897
2025
Q3 		$453K Buy
23,697
+514
+2% +$9.63K 0.01% 865
2025
Q2 		$434K Sell
23,183
-11,446
-33% -$215K 0.01% 824
2025
Q1 		$664K Buy
34,629
+982
+3% +$19K 0.02% 624
2024
Q4 		$651K Sell
33,647
-128
-0.4% -$2.51K 0.02% 618
2024
Q3 		$669K Buy
33,775
+2,039
+6% +$40.1K 0.02% 568
2024
Q2 		$613K Buy
31,736
+1,880
+6% +$36.3K 0.02% 547
2024
Q1 		$585K Buy
29,856
+4,823
+19% +$94.3K 0.02% 539
2023
Q4 		$495K Buy
25,033
+2,934
+13% +$55K 0.02% 540
2023
Q3 		$404K Buy
22,099
+414
+2% +$7.89K 0.02% 553
2023
Q2 		$422K Buy
21,685
+8,163
+60% +$159K 0.02% 542
2023
Q1 		$265K Buy
13,522
+6,137
+83% +$119K 0.01% 669
2022
Q4 		$141K Buy
+7,385
New +$138K 0.01% 865

Other funds holding HTAB

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments's HTAB Position: Q2 2026 in Review

Harbour Investments increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.17% in Q2 2026, buying an estimated $804 and bringing the position to 24,760 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #1142.

Harbour Investments first reported a position in HTAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $669K in Q3 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

  • Harbour Investments held 24,760 shares of Hartford Schroders Tax-Aware Bond ETF worth $475K as of Q2 2026.
  • Harbour Investments bought 42 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $804.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1142 holding.
  • Harbour Investments first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's Hartford Schroders Tax-Aware Bond ETF position peaked at $669K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.