Patriot Financial Group Insurance Agency’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Patriot Financial Group Insurance Agency’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	$590K	Sell	30,771 -33,601	-52%	-$643K	0.06%	283
2026 Q1	$1.22M	Buy	64,372 +15,754	+32%	+$303K	0.07%	277
2025 Q4	$931K	Buy	48,618 +1,500	+3%	+$28.9K	0.11%	215
2025 Q3	$901K	Buy	47,118 +9,831	+26%	+$184K	0.12%	206
2025 Q2	$698K	Sell	37,287 -20,214	-35%	-$379K	0.08%	263
2025 Q1	$1.1M	Sell	57,501 -20,979	-27%	-$405K	0.15%	175
2024 Q4	$1.52M	Sell	78,480 -59,874	-43%	-$1.17M	0.2%	112
2024 Q3	$2.74M	Buy	138,354 +12,407	+10%	+$244K	0.37%	62
2024 Q2	$2.43M	Sell	125,947 -35,475	-22%	-$685K	0.36%	63
2024 Q1	$3.16M	Buy	+161,422	New	+$3.15M	0.5%	43

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HTAB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 52% in Q2 2026, selling an estimated $643K and leaving 30,771 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #283.

Patriot Financial Group Insurance Agency first reported a position in HTAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.16M in Q1 2024. 25 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Patriot Financial Group Insurance Agency held 30,771 shares of Hartford Schroders Tax-Aware Bond ETF worth $590K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 33,601 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $643K.
Hartford Schroders Tax-Aware Bond ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #283 holding.
Patriot Financial Group Insurance Agency first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's Hartford Schroders Tax-Aware Bond ETF position peaked at $3.16M in Q1 2024.
25 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.