Main Street Financial Solutions’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Main Street Financial Solutions’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
2025 Q4	$11M	Buy	573,575 +17,924	+3%	+$345K	0.82%	28
2025 Q3	$10.6M	Sell	555,651 -8,308	-1%	-$156K	0.68%	30
2025 Q2	$10.6M	Sell	563,959 -9,983	-2%	-$187K	0.77%	29
2025 Q1	$11M	Buy	573,942 +123,514	+27%	+$2.39M	0.96%	22
2024 Q4	$8.72M	Buy	450,428 +11,693	+3%	+$229K	0.86%	25
2024 Q3	$8.69M	Buy	438,735 +27,465	+7%	+$540K	0.8%	25
2024 Q2	$7.94M	Buy	411,270 +37,062	+10%	+$715K	0.75%	28
2024 Q1	$7.33M	Buy	374,208 +45,658	+14%	+$892K	0.78%	25
2023 Q4	$6.49M	Buy	328,550 +1,809	+0.6%	+$33.9K	0.84%	24
2023 Q3	$5.97M	Buy	+326,741	New	+$6.23M	0.85%	23

Other funds holding HTAB

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Main Street Financial Solutions's HTAB Position: Q4 2025 in Review

Main Street Financial Solutions increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 3.2% in Q4 2025, buying an estimated $345K and bringing the position to 573,575 shares worth $11M. The position accounts for 0.82% of the portfolio, ranked #28.

Main Street Financial Solutions first reported a position in HTAB in Q3 2023 and has held it in 10 quarters since. The position peaked at $11M in Q1 2025. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

Main Street Financial Solutions held 573,575 shares of Hartford Schroders Tax-Aware Bond ETF worth $11M as of Q4 2025.
Main Street Financial Solutions bought 17,924 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $345K.
Hartford Schroders Tax-Aware Bond ETF made up 0.82% of Main Street Financial Solutions's portfolio in Q4 2025, its #28 holding.
Main Street Financial Solutions first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2023 and has held it in 10 quarters since.
Main Street Financial Solutions's Hartford Schroders Tax-Aware Bond ETF position peaked at $11M in Q1 2025.
51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.