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Independent Advisor Alliance’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-47,088
Closed -$895K – 1306
2026
Q1 		$895K Buy
+47,088
New +$906K 0.01% 879

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

Independent Advisor Alliance's HTAB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2026, closing a stake of 47,088 shares — an estimated $895K sold.

Independent Advisor Alliance first reported a position in HTAB in Q1 2026 and held it in 1 quarter. The position peaked at $895K in Q1 2026. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 47,088 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $895K.
  • Independent Advisor Alliance first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Hartford Schroders Tax-Aware Bond ETF position peaked at $895K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.