Northwestern Mutual Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Northwestern Mutual Wealth Management’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	$14.4M	Sell	749,155 -17,897	-2%	-$342K	0.01%	544
2026 Q1	$14.6M	Buy	767,052 +94,191	+14%	+$1.81M	0.01%	510
2025 Q4	$12.9M	Buy	672,861 +378	+0.1%	+$7.29K	0.01%	515
2025 Q3	$12.9M	Buy	672,483 +49,919	+8%	+$935K	0.01%	493
2025 Q2	$11.6M	Buy	622,564 +223,231	+56%	+$4.19M	0.01%	483
2025 Q1	$7.66M	Buy	399,333 +75,779	+23%	+$1.46M	0.01%	541
2024 Q4	$6.26M	Buy	323,554 +146,503	+83%	+$2.87M	0.01%	561
2024 Q3	$3.51M	Buy	177,051 +47,823	+37%	+$941K	﹤0.01%	702
2024 Q2	$2.5M	Sell	129,228 -2,396	-2%	-$46.2K	﹤0.01%	742
2024 Q1	$2.58M	Sell	131,624 -1,704	-1%	-$33.3K	﹤0.01%	726
2023 Q4	$2.63M	Sell	133,328 -34,689	-21%	-$650K	﹤0.01%	701
2023 Q3	$3.07M	Sell	168,017 -46,175	-22%	-$880K	﹤0.01%	614
2023 Q2	$4.16M	Buy	214,192 +24,714	+13%	+$482K	0.01%	537
2023 Q1	$3.72M	Buy	+189,478	New	+$3.69M	0.01%	535

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

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 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's HTAB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 2.3% in Q2 2026, selling an estimated $342K and leaving 749,155 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #544.

Northwestern Mutual Wealth Management first reported a position in HTAB in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.6M in Q1 2026. 47 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Northwestern Mutual Wealth Management held 749,155 shares of Hartford Schroders Tax-Aware Bond ETF worth $14.4M as of Q2 2026.
Northwestern Mutual Wealth Management sold 17,897 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $342K.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #544 holding.
Northwestern Mutual Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and has held it in 14 quarters since.
Northwestern Mutual Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $14.6M in Q1 2026.
47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.