IAG Wealth Partners’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

IAG Wealth Partners’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	$1.65M	Sell	86,184 -27,628	-24%	-$529K	0.16%	67
2026 Q1	$2.16M	Sell	113,812 -6,263	-5%	-$121K	0.24%	56
2025 Q4	$2.3M	Sell	120,075 -53,049	-31%	-$1.02M	0.27%	53
2025 Q3	$3.31M	Sell	173,124 -785,006	-82%	-$14.7M	0.4%	44
2025 Q2	$17.9M	Sell	958,130 -218,326	-19%	-$4.1M	2.37%	14
2025 Q1	$22.6M	Buy	1,176,456 +441,122	+60%	+$8.52M	3.51%	9
2024 Q4	$14.2M	Buy	735,334 +136,013	+23%	+$2.67M	2.51%	14
2024 Q3	$11.9M	Buy	599,321 +122,405	+26%	+$2.41M	2.19%	15
2024 Q2	$9.21M	Buy	476,916 +354,701	+290%	+$6.85M	1.85%	18
2024 Q1	$2.39M	Buy	+122,215	New	+$2.39M	0.51%	34

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

IAG Wealth Partners's HTAB Position: Q2 2026 in Review

IAG Wealth Partners reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 24% in Q2 2026, selling an estimated $529K and leaving 86,184 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #67.

IAG Wealth Partners first reported a position in HTAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.6M in Q1 2025. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

IAG Wealth Partners held 86,184 shares of Hartford Schroders Tax-Aware Bond ETF worth $1.65M as of Q2 2026.
IAG Wealth Partners sold 27,628 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $529K.
Hartford Schroders Tax-Aware Bond ETF made up 0.16% of IAG Wealth Partners's portfolio in Q2 2026, its #67 holding.
IAG Wealth Partners first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and has held it in 10 quarters since.
IAG Wealth Partners's Hartford Schroders Tax-Aware Bond ETF position peaked at $22.6M in Q1 2025.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.