HighTower Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

HighTower 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 Q2	$303K	Sell	15,817 -2,182	-12%	-$41.7K	﹤0.01%	3209
2026 Q1	$342K	Buy	+17,999	New	+$346K	﹤0.01%	3042
2025 Q3	–	Sell	-13,058	Closed	-$244K	–	3939
2025 Q2	$244K	Hold	13,058	–	–	﹤0.01%	3110
2025 Q1	$250K	Buy	+13,058	New	+$252K	﹤0.01%	3013

Other funds holding HTAB

CPC

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's HTAB Position: Q2 2026 in Review

HighTower Advisors reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 12% in Q2 2026, selling an estimated $41.7K and leaving 15,817 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

HighTower Advisors first reported a position in HTAB in Q1 2025 and has held it in 4 quarters since. The position peaked at $342K in Q1 2026. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

HighTower Advisors held 15,817 shares of Hartford Schroders Tax-Aware Bond ETF worth $303K as of Q2 2026.
HighTower Advisors sold 2,182 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $41.7K.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3209 holding.
HighTower Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2025 and has held it in 4 quarters since.
HighTower Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $342K in Q1 2026.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.