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

StoneX 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 Q3	$745K	Buy	+40,758	New	+$765K	0.03%	503

Other funds holding HTAB

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

StoneX Group's HTAB Position: Q3 2026 in Review

StoneX Group opened a new position in Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2026: 40,758 shares worth $745K. The stake represents 0.03% of the portfolio and ranks #503 among its holdings.

16 funds tracked by Wall St. Rank hold HTAB as of Q3 2026.

StoneX Group held 40,758 shares of Hartford Schroders Tax-Aware Bond ETF worth $745K as of Q3 2026.
Hartford Schroders Tax-Aware Bond ETF was a new StoneX Group position in Q3 2026.
Hartford Schroders Tax-Aware Bond ETF made up 0.03% of StoneX Group's portfolio in Q3 2026, its #503 holding.
16 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.