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
2026 Q2	–	Sell	-11,103	Closed	-$211K	–	650
2026 Q1	$211K	Sell	11,103 -562,472	-98%	-$10.8M	0.02%	526
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

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

Main Street Financial Solutions's HTAB Position: Q2 2026 in Review

Main Street Financial Solutions sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2026, closing a stake of 11,103 shares — an estimated $211K sold.

Main Street Financial Solutions first reported a position in HTAB in Q3 2023 and held it in 11 quarters. The position peaked at $11M in Q1 2025. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Main Street Financial Solutions reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2026 after selling out during the quarter.
Main Street Financial Solutions sold 11,103 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $211K.
Main Street Financial Solutions first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2023 and held it in 11 quarters.
Main Street Financial Solutions's Hartford Schroders Tax-Aware Bond ETF position peaked at $11M in Q1 2025.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.