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MGO One Seven’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

MGO One Seven’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
Q1 		– Sell
-10,668
Closed -$204K – 1447
2025
Q4 		$204K Hold
10,668
– – ﹤0.01% 1319
2025
Q3 		$204K Hold
10,668
– – ﹤0.01% 1245
2025
Q2 		$200K Buy
+10,668
New +$200K 0.01% 1141

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MGO One Seven's HTAB Position: Q1 2026 in Review

MGO One Seven sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 10,668 shares — an estimated $204K sold.

MGO One Seven first reported a position in HTAB in Q2 2025 and held it in 3 quarters. The position peaked at $204K in Q4 2025. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • MGO One Seven reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MGO One Seven sold 10,668 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $204K.
  • MGO One Seven first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2025 and held it in 3 quarters.
  • MGO One Seven's Hartford Schroders Tax-Aware Bond ETF position peaked at $204K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.