Mariner
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Mariner’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Mariner’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
Q3 		– Sell
-129,548
Closed -$2.42M – 3661
2025
Q2 		$2.42M Buy
129,548
+4,548
+4% +$85.3K ﹤0.01% 1221
2025
Q1 		$2.4M Hold
125,000
– – ﹤0.01% 1144
2024
Q4 		$2.42M Buy
+125,000
New +$2.45M ﹤0.01% 1113

Other funds holding HTAB

Bank of New York Mellon
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Mariner's HTAB Position: Q3 2025 in Review

Mariner sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2025, closing a stake of 129,548 shares — an estimated $2.42M sold.

Mariner first reported a position in HTAB in Q4 2024 and held it in 3 quarters. The position peaked at $2.42M in Q2 2025. 54 funds tracked by Wall St. Rank hold HTAB as of Q3 2025.

  • Mariner reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mariner sold 129,548 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2025, an estimated $2.42M.
  • Mariner first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and held it in 3 quarters.
  • Mariner's Hartford Schroders Tax-Aware Bond ETF position peaked at $2.42M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2025.

Based on Mariner's 13F filing for Q3 2025, filed 14 Nov 2025.