Keystone Financial Services (Nebraska)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Keystone Financial Services (Nebraska)’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	$338K	Sell	17,606 -4,677	-21%	-$89.5K	0.2%	48
2026 Q1	$423K	Buy	22,283 +1,470	+7%	+$28.3K	0.28%	40
2025 Q4	$399K	Buy	20,813 +669	+3%	+$12.9K	0.27%	39
2025 Q3	$385K	Buy	20,144 +1,431	+8%	+$26.8K	0.27%	41
2025 Q2	$350K	Buy	18,713 +4,304	+30%	+$80.7K	0.27%	43
2025 Q1	$276K	Buy	14,409 +1,755	+14%	+$33.9K	0.23%	43
2024 Q4	$245K	Buy	+12,654	New	+$248K	0.22%	41

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

Keystone Financial Services (Nebraska)'s HTAB Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 21% in Q2 2026, selling an estimated $89.5K and leaving 17,606 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #48.

Keystone Financial Services (Nebraska) first reported a position in HTAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $423K in Q1 2026. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Keystone Financial Services (Nebraska) held 17,606 shares of Hartford Schroders Tax-Aware Bond ETF worth $338K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 4,677 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $89.5K.
Hartford Schroders Tax-Aware Bond ETF made up 0.2% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #48 holding.
Keystone Financial Services (Nebraska) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Nebraska)'s Hartford Schroders Tax-Aware Bond ETF position peaked at $423K in Q1 2026.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.