Sanctuary Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Sanctuary Advisors’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
2025 Q4	–	Sell	-36,800	Closed	-$704K	–	2483
2025 Q3	$704K	Sell	36,800 -5,225	-12%	-$97.9K	﹤0.01%	1491
2025 Q2	$786K	Sell	42,025 -13,350	-24%	-$250K	﹤0.01%	1355
2025 Q1	$1.06M	Sell	55,375 -560	-1%	-$10.8K	0.01%	1103
2024 Q4	$1.08M	Hold	55,935	–	–	0.01%	1218
2024 Q3	$1.1M	Buy	55,935 +25,740	+85%	+$506K	0.01%	1208
2024 Q2	$576K	Buy	+30,195	New	+$583K	﹤0.01%	1554

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Sanctuary Advisors's HTAB Position: Q4 2025 in Review

Sanctuary Advisors sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2025, closing a stake of 36,800 shares — an estimated $704K sold.

Sanctuary Advisors first reported a position in HTAB in Q2 2024 and held it in 6 quarters. The position peaked at $1.1M in Q3 2024. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

Sanctuary Advisors reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2025 after selling out during the quarter.
Sanctuary Advisors sold 36,800 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $704K.
Sanctuary Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and held it in 6 quarters.
Sanctuary Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.1M in Q3 2024.
51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.