&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 Q2	$496K	Buy	25,848 +3,636	+16%	+$69.6K	﹤0.01%	1830
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

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

&Partners's HTAB Position: Q2 2026 in Review

&Partners increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 16% in Q2 2026, buying an estimated $69.6K and bringing the position to 25,848 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

&Partners first reported a position in HTAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $706K in Q4 2025. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

&Partners held 25,848 shares of Hartford Schroders Tax-Aware Bond ETF worth $496K as of Q2 2026.
&Partners bought 3,636 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $69.6K.
Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1830 holding.
&Partners first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's Hartford Schroders Tax-Aware Bond ETF position peaked at $706K in Q4 2025.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.