LS
HTAB icon

Leelyn Smith’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Leelyn Smith’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 		$560K Buy
29,448
+798
+3% +$15.4K 0.08% 114
2025
Q4 		$549K Sell
28,650
-9,213
-24% -$178K 0.08% 111
2025
Q3 		$724K Sell
37,863
-630
-2% -$11.8K 0.11% 104
2025
Q2 		$720K Sell
38,493
-2,882
-7% -$54.1K 0.12% 102
2025
Q1 		$793K Buy
41,375
+2,028
+5% +$39.2K 0.14% 95
2024
Q4 		$762K Buy
39,347
+422
+1% +$8.28K 0.14% 95
2024
Q3 		$771K Sell
38,925
-2,508
-6% -$49.3K 0.14% 96
2024
Q2 		$800K Sell
41,433
-2,374
-5% -$45.8K 0.15% 95
2024
Q1 		$858K Buy
43,807
+5,949
+16% +$116K 0.17% 95
2023
Q4 		$748K Buy
37,858
+1,908
+5% +$35.7K 0.16% 96
2023
Q3 		$657K Buy
35,950
+11,510
+47% +$219K 0.16% 92
2023
Q2 		$475K Buy
+24,440
New +$477K 0.11% 99

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $162B AUM 16.35% 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 $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return