Morgan Stanley
HTAB icon

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

Morgan Stanley’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 		$58.4K Buy
3,074
+2,966
+2,746% +$57.1K ﹤0.01% 6368
2025
Q4 		$2.07K Sell
108
-17
-14% -$328 ﹤0.01% 7235
2025
Q3 		$2.4K Buy
125
+8
+7% +$150 ﹤0.01% 7270
2025
Q2 		$2.19K Sell
117
-5,543
-98% -$104K ﹤0.01% 7207
2025
Q1 		$109K Buy
5,660
+205
+4% +$3.96K ﹤0.01% 5970
2024
Q4 		$106K Sell
5,455
-104
-2% -$2.04K ﹤0.01% 6039
2024
Q3 		$110K Buy
5,559
+5,497
+8,866% +$108K ﹤0.01% 5967
2024
Q2 		$1.21K Buy
62
+61
+6,100% +$1.18K ﹤0.01% 7134
2024
Q1 		$21 Sell
1
-1
-50% -$20 ﹤0.01% 7714
2023
Q4 		$40 Sell
2
-1,286
-100% -$24.1K ﹤0.01% 7702
2023
Q3 		$23.5K Buy
+1,288
New +$24.5K ﹤0.01% 6432

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 $376B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $247M AUM 15.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return