Northwestern Mutual Wealth Management
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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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 $278M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's HTAB Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 14% in Q1 2026, buying an estimated $1.81M and bringing the position to 767,052 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #510.

Northwestern Mutual Wealth Management first reported a position in HTAB in Q1 2023 and has held it in 13 quarters since. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • Northwestern Mutual Wealth Management held 767,052 shares of Hartford Schroders Tax-Aware Bond ETF worth $14.6M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 94,191 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $1.81M.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #510 holding.
  • Northwestern Mutual Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.