MML Investors Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

MML Investors Services’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	$246K	Buy	+12,832	New	+$246K	﹤0.01%	2952
2026 Q1	–	Sell	-12,642	Closed	-$242K	–	3078
2025 Q4	$242K	Buy	+12,642	New	+$244K	﹤0.01%	2769
2025 Q3	–	Sell	-12,416	Closed	-$232K	–	2926
2025 Q2	$232K	Buy	12,416 +97	+0.8%	+$1.82K	﹤0.01%	2590
2025 Q1	$236K	Buy	12,319 +124	+1%	+$2.4K	﹤0.01%	2445
2024 Q4	$236K	Buy	12,195 +63	+0.5%	+$1.24K	﹤0.01%	2407
2024 Q3	$240K	Buy	12,132 +469	+4%	+$9.22K	﹤0.01%	2320
2024 Q2	$225K	Buy	11,663 +99	+0.9%	+$1.91K	﹤0.01%	2279
2024 Q1	$226K	Buy	11,564 +312	+3%	+$6.1K	﹤0.01%	2292
2023 Q4	$222K	Sell	11,252 -4,505	-29%	-$84.4K	﹤0.01%	2252
2023 Q3	$288K	Buy	15,757 +5,071	+47%	+$96.7K	﹤0.01%	1951
2023 Q2	$208K	Buy	+10,686	New	+$209K	﹤0.01%	2149

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

MML Investors Services's HTAB Position: Q2 2026 in Review

MML Investors Services opened a new position in Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2026: 12,832 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #2952 among its holdings. This is a return to the name: MML Investors Services previously reported a position in HTAB as recently as Q4 2025.

MML Investors Services first reported a position in HTAB in Q2 2023 and has held it in 11 quarters since. The position peaked at $288K in Q3 2023. 26 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

MML Investors Services held 12,832 shares of Hartford Schroders Tax-Aware Bond ETF worth $246K as of Q2 2026.
Hartford Schroders Tax-Aware Bond ETF was a new MML Investors Services position in Q2 2026.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2952 holding.
MML Investors Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 11 quarters since.
MML Investors Services's Hartford Schroders Tax-Aware Bond ETF position peaked at $288K in Q3 2023.
26 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.