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PlanVest Financial’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

PlanVest Financial’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 		$70.4K Hold
3,668
– – 0.05% 189
2026
Q1 		$69.7K Buy
+3,668
New +$70.6K 0.05% 172

Other funds holding HTAB

CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PlanVest Financial's HTAB Position: Q2 2026 in Review

PlanVest Financial held its Hartford Schroders Tax-Aware Bond ETF (HTAB) position steady in Q2 2026 at 3,668 shares worth $70.4K. The position accounts for 0.05% of the portfolio, ranked #189.

PlanVest Financial first reported a position in HTAB in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

  • PlanVest Financial held 3,668 shares of Hartford Schroders Tax-Aware Bond ETF worth $70.4K as of Q2 2026.
  • PlanVest Financial left its Hartford Schroders Tax-Aware Bond ETF share count unchanged in Q2 2026.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #189 holding.
  • PlanVest Financial first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.