Prostatis Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Prostatis Group’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	–	Sell	-12,500	Closed	-$239K	–	171
2025 Q4	$239K	Hold	12,500	–	–	0.06%	153
2025 Q3	$239K	Sell	12,500 -2,000	-14%	-$37.5K	0.06%	153
2025 Q2	$271K	Sell	14,500 -4,600	-24%	-$86.3K	0.08%	127
2025 Q1	$366K	Sell	19,100 -8,000	-30%	-$155K	0.12%	104
2024 Q4	$525K	Buy	27,100 +5,000	+23%	+$98.1K	0.15%	105
2024 Q3	$438K	Buy	22,100 +5,000	+29%	+$98.3K	0.14%	97
2024 Q2	$330K	Hold	17,100	–	–	0.12%	113
2024 Q1	$335K	Buy	+17,100	New	+$334K	0.13%	112

Other funds holding HTAB

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prostatis Group's HTAB Position: Q1 2026 in Review

Prostatis Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 12,500 shares — an estimated $239K sold.

Prostatis Group first reported a position in HTAB in Q1 2024 and held it in 8 quarters. The position peaked at $525K in Q4 2024. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

Prostatis Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
Prostatis Group sold 12,500 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $239K.
Prostatis Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and held it in 8 quarters.
Prostatis Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $525K in Q4 2024.
47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.