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HTAB icon

&Partners’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

&Partners’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 		$422K Sell
22,212
-15,150
-41% -$291K ﹤0.01% 1790
2025
Q4 		$706K Buy
37,362
+659
+2% +$12.7K ﹤0.01% 1426
2025
Q3 		$702K Buy
36,703
+165
+0.5% +$3.09K ﹤0.01% 1264
2025
Q2 		$684K Buy
36,538
+9,168
+33% +$172K 0.01% 1179
2025
Q1 		$521K Sell
27,370
-4,825
-15% -$93.2K 0.01% 1114
2024
Q4 		$648K Sell
32,195
-130
-0.4% -$2.55K 0.01% 954
2024
Q3 		$640K Buy
32,325
+1,200
+4% +$23.6K 0.01% 755
2024
Q2 		$601K Buy
+31,125
New +$601K 0.03% 481

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 $275M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return