Jeff Yass’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Jeff Yass’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 Q4	–	Sell	-19,485	Closed	-$373K	–	12872
2025 Q3	$373K	Sell	19,485 -18,511	-49%	-$347K	﹤0.01%	9626
2025 Q2	$711K	Buy	37,996 +24,832	+189%	+$466K	﹤0.01%	8322
2025 Q1	$252K	Buy	+13,164	New	+$254K	﹤0.01%	10446
2022 Q3	–	Sell	-55,866	Closed	-$1.08M	–	13587
2022 Q2	$1.08M	Buy	+55,866	New	+$1.09M	﹤0.01%	6348
2022 Q1	–	Sell	-26,612	Closed	-$566K	–	13420
2021 Q4	$566K	Buy	+26,612	New	+$572K	﹤0.01%	8842

Other funds holding HTAB

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

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's HTAB Position: Q4 2025 in Review

Jeff Yass sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2025, closing a stake of 19,485 shares — an estimated $373K sold.

Jeff Yass first reported a position in HTAB in Q4 2021 and held it in 5 quarters. The position peaked at $1.08M in Q2 2022. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

Jeff Yass reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 19,485 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $373K.
Jeff Yass first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2021 and held it in 5 quarters.
Jeff Yass's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.08M in Q2 2022.
51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.