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

Natixis Advisors’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	$1.27M	Buy	66,362 +26,834	+68%	+$513K	﹤0.01%	1406
2026 Q1	$751K	Buy	39,528 +20,137	+104%	+$387K	﹤0.01%	1442
2025 Q4	$371K	Buy	19,391 +6,082	+46%	+$117K	﹤0.01%	1521
2025 Q3	$255K	Buy	+13,309	New	+$249K	﹤0.01%	1601

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

Natixis Advisors's HTAB Position: Q2 2026 in Review

Natixis Advisors increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 68% in Q2 2026, buying an estimated $513K and bringing the position to 66,362 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Natixis Advisors first reported a position in HTAB in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Natixis Advisors held 66,362 shares of Hartford Schroders Tax-Aware Bond ETF worth $1.27M as of Q2 2026.
Natixis Advisors bought 26,834 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $513K.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1406 holding.
Natixis Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2025 and has held it in 4 quarters since.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.