LWA
HTAB icon

LifeGoal Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

LifeGoal Wealth Advisors’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 		$487K Sell
25,392
-657
-3% -$12.6K 0.22% 66
2026
Q1 		$497K Sell
26,049
-45,516
-64% -$876K 0.28% 54
2025
Q4 		$495K Sell
71,565
-43
-0.1% -$829 0.33% 49
2025
Q3 		$1.37M Sell
71,608
-12,917
-15% -$242K 1.14% 20
2025
Q2 		$1.58M Sell
84,525
-13,988
-14% -$262K 1.5% 17
2025
Q1 		$1.89M Sell
98,513
-15,403
-14% -$297K 2.04% 13
2024
Q4 		$2.21M Buy
+113,916
New +$2.23M 2.39% 14

Other funds holding HTAB

YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return