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 Q2	$551K	Sell	28,732 -716	-2%	-$13.7K	0.07%	116
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

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

Leelyn Smith's HTAB Position: Q2 2026 in Review

Leelyn Smith reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 2.4% in Q2 2026, selling an estimated $13.7K and leaving 28,732 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #116.

Leelyn Smith first reported a position in HTAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $858K in Q1 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Leelyn Smith held 28,732 shares of Hartford Schroders Tax-Aware Bond ETF worth $551K as of Q2 2026.
Leelyn Smith sold 716 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $13.7K.
Hartford Schroders Tax-Aware Bond ETF made up 0.07% of Leelyn Smith's portfolio in Q2 2026, its #116 holding.
Leelyn Smith first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 13 quarters since.
Leelyn Smith's Hartford Schroders Tax-Aware Bond ETF position peaked at $858K in Q1 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.