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 Q3	$893K	Buy	49,896 +24,504	+97%	+$460K	0.27%	55
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

LifeGoal Wealth Advisors's HTAB Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 97% in Q3 2026, buying an estimated $460K and bringing the position to 49,896 shares worth $893K. The position accounts for 0.27% of the portfolio, ranked #55.

LifeGoal Wealth Advisors first reported a position in HTAB in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q4 2024. 4 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

LifeGoal Wealth Advisors held 49,896 shares of Hartford Schroders Tax-Aware Bond ETF worth $893K as of Q3 2026.
LifeGoal Wealth Advisors bought 24,504 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2026, an estimated $460K.
Hartford Schroders Tax-Aware Bond ETF made up 0.27% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #55 holding.
LifeGoal Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $2.21M in Q4 2024.
4 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.