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 Q2	$59.1K	Buy	3,080 +6	+0.2%	+$115	﹤0.01%	6447
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	Hold	1	–	–	﹤0.01%	7714
2023 Q4	$20	Sell	1 -1,287	-100%	-$24.1K	﹤0.01%	7702
2023 Q3	$23.5K	Buy	+1,288	New	+$24.5K	﹤0.01%	6432

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

Morgan Stanley's HTAB Position: Q2 2026 in Review

Morgan Stanley increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.2% in Q2 2026, buying an estimated $115 and bringing the position to 3,080 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6447.

Morgan Stanley first reported a position in HTAB in Q3 2023 and has held it in 12 quarters since. The position peaked at $110K in Q3 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Morgan Stanley held 3,080 shares of Hartford Schroders Tax-Aware Bond ETF worth $59.1K as of Q2 2026.
Morgan Stanley bought 6 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $115.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6447 holding.
Morgan Stanley first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's Hartford Schroders Tax-Aware Bond ETF position peaked at $110K in Q3 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.