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Steward Partners Investment Advisory’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Steward Partners Investment Advisory’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 		$126K Buy
6,624
+443
+7% +$8.52K ﹤0.01% 2253
2025
Q4 		$118K Sell
6,181
-766
-11% -$14.8K ﹤0.01% 2205
2025
Q3 		$133K Buy
6,947
+780
+13% +$14.6K ﹤0.01% 2072
2025
Q2 		$115K Sell
6,167
-719
-10% -$13.5K ﹤0.01% 2030
2025
Q1 		$132K Buy
6,886
+1,239
+22% +$23.9K ﹤0.01% 1851
2024
Q4 		$109K Buy
5,647
+239
+4% +$4.69K ﹤0.01% 1933
2024
Q3 		$107K Buy
5,408
+482
+10% +$9.48K ﹤0.01% 1839
2024
Q2 		$95.1K Sell
4,926
-560
-10% -$10.8K ﹤0.01% 1806
2024
Q1 		$107K Sell
5,486
-1,014
-16% -$19.8K ﹤0.01% 1729
2023
Q4 		$128K Buy
6,500
+2,415
+59% +$45.2K ﹤0.01% 1573
2023
Q3 		$74.6K Hold
4,085
– – ﹤0.01% 1718
2023
Q2 		$79.4K Buy
4,085
+3,071
+303% +$59.9K ﹤0.01% 1690
2023
Q1 		$19.9K Buy
+1,014
New +$19.7K ﹤0.01% 2251

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's HTAB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 7.2% in Q1 2026, buying an estimated $8.52K and bringing the position to 6,624 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Steward Partners Investment Advisory first reported a position in HTAB in Q1 2023 and has held it in 13 quarters since. The position peaked at $133K in Q3 2025. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • Steward Partners Investment Advisory held 6,624 shares of Hartford Schroders Tax-Aware Bond ETF worth $126K as of Q1 2026.
  • Steward Partners Investment Advisory bought 443 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $8.52K.
  • Hartford Schroders Tax-Aware Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2253 holding.
  • Steward Partners Investment Advisory first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Hartford Schroders Tax-Aware Bond ETF position peaked at $133K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.