Journey Strategic Wealth’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Journey Strategic Wealth’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 Q1	$554K	Buy	29,170 +28	+0.1%	+$539	0.01%	319
2025 Q4	$558K	Buy	29,142 +2,984	+11%	+$57.5K	0.01%	282
2025 Q3	$500K	Sell	26,158 -24,055	-48%	-$451K	0.01%	296
2025 Q2	$939K	Buy	50,213 +12,159	+32%	+$228K	0.03%	177
2025 Q1	$729K	Sell	38,054 -2,349	-6%	-$45.4K	0.03%	171
2024 Q4	$782K	Buy	40,403 +2,843	+8%	+$55.8K	0.03%	154
2024 Q3	$744K	Hold	37,560	–	–	0.03%	162
2024 Q2	$725K	Buy	37,560 +8,640	+30%	+$167K	0.03%	125
2024 Q1	$566K	Buy	28,920 +8,000	+38%	+$156K	0.03%	124
2023 Q4	$413K	Buy	+20,920	New	+$392K	0.02%	106

Other funds holding HTAB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

YWS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Journey Strategic Wealth's HTAB Position: Q1 2026 in Review

Journey Strategic Wealth increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.1% in Q1 2026, buying an estimated $539 and bringing the position to 29,170 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #319.

Journey Strategic Wealth first reported a position in HTAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $939K in Q2 2025. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

Journey Strategic Wealth held 29,170 shares of Hartford Schroders Tax-Aware Bond ETF worth $554K as of Q1 2026.
Journey Strategic Wealth bought 28 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $539.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #319 holding.
Journey Strategic Wealth first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2023 and has held it in 10 quarters since.
Journey Strategic Wealth's Hartford Schroders Tax-Aware Bond ETF position peaked at $939K in Q2 2025.
47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.