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

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

LifeGoal Wealth Advisors's HTAB Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 2.5% in Q2 2026, selling an estimated $12.6K and leaving 25,392 shares worth $487K. The position accounts for 0.22% of the portfolio, ranked #66.

LifeGoal Wealth Advisors first reported a position in HTAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q4 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

LifeGoal Wealth Advisors held 25,392 shares of Hartford Schroders Tax-Aware Bond ETF worth $487K as of Q2 2026.
LifeGoal Wealth Advisors sold 657 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $12.6K.
Hartford Schroders Tax-Aware Bond ETF made up 0.22% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #66 holding.
LifeGoal Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $2.21M in Q4 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.