Ken Griffin
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Ken Griffin’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Ken Griffin’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 		– Sell
-39,602
Closed -$758K – 13522
2025
Q4 		$758K Buy
39,602
+13,254
+50% +$255K ﹤0.01% 8030
2025
Q3 		$504K Buy
26,348
+8,100
+44% +$152K ﹤0.01% 9113
2025
Q2 		$341K Sell
18,248
-1,763
-9% -$33.1K ﹤0.01% 9504
2025
Q1 		$384K Sell
20,011
-20,189
-50% -$390K ﹤0.01% 9049
2024
Q4 		$778K Buy
+40,200
New +$789K ﹤0.01% 7565
2024
Q2 		– Sell
-233,141
Closed -$4.56M – 14758
2024
Q1 		$4.56M Buy
+233,141
New +$4.56M ﹤0.01% 4085
2023
Q3 		– Sell
-19,337
Closed -$376K – 14630
2023
Q2 		$376K Buy
19,337
+3,456
+22% +$67.5K ﹤0.01% 8542
2023
Q1 		$311K Sell
15,881
-10,089
-39% -$196K ﹤0.01% 9306
2022
Q4 		$495K Sell
25,970
-4,259
-14% -$79.8K ﹤0.01% 8256
2022
Q3 		$555K Sell
30,229
-2,420
-7% -$46.8K ﹤0.01% 8228
2022
Q2 		$629K Sell
32,649
-2,390
-7% -$46.4K ﹤0.01% 8138
2022
Q1 		$700K Sell
35,039
-6,975
-17% -$144K ﹤0.01% 8571
2021
Q4 		$893K Buy
42,014
+30,607
+268% +$658K ﹤0.01% 8230
2021
Q3 		$247K Sell
11,407
-61,188
-84% -$1.33M ﹤0.01% 11505
2021
Q2 		$1.58M Buy
72,595
+62,284
+604% +$1.35M ﹤0.01% 7193
2021
Q1 		$222K Sell
10,311
-10,097
-49% -$219K ﹤0.01% 11496
2020
Q4 		$444K Buy
+20,408
New +$443K ﹤0.01% 8373

Other funds holding HTAB

Bank of New York Mellon
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $208B AUM 16.12% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ken Griffin's HTAB Position: Q1 2026 in Review

Ken Griffin sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 39,602 shares — an estimated $758K sold.

Ken Griffin first reported a position in HTAB in Q4 2020 and held it in 17 quarters. The position peaked at $4.56M in Q1 2024. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • Ken Griffin reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 39,602 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $758K.
  • Ken Griffin first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2020 and held it in 17 quarters.
  • Ken Griffin's Hartford Schroders Tax-Aware Bond ETF position peaked at $4.56M in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.