Stonebridge Financial Group (Pennsylvania)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$616K	Hold	32,116	–	–	0.05%	159
2026 Q1	$610K	Hold	32,116	–	–	0.05%	150
2025 Q4	$615K	Sell	32,116 -621	-2%	-$12K	0.05%	146
2025 Q3	$626K	Hold	32,737	–	–	0.06%	140
2025 Q2	$613K	Hold	32,737	–	–	0.06%	138
2025 Q1	$628K	Hold	32,737	–	–	0.07%	133
2024 Q4	$634K	Buy	+32,737	New	+$642K	0.07%	133

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Stonebridge Financial Group (Pennsylvania)'s HTAB Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Hartford Schroders Tax-Aware Bond ETF (HTAB) position steady in Q2 2026 at 32,116 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #159.

Stonebridge Financial Group (Pennsylvania) first reported a position in HTAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q4 2024. 37 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 32,116 shares of Hartford Schroders Tax-Aware Bond ETF worth $616K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) 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 Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #159 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s Hartford Schroders Tax-Aware Bond ETF position peaked at $634K in Q4 2024.
37 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.