TLA
HTAB icon

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

Tanglewood Legacy 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
-1,275
Closed -$24.4K – 273
2025
Q3 		$24.4K Hold
1,275
– – 0.01% 208
2025
Q2 		$23.9K Hold
1,275
– – 0.01% 213
2025
Q1 		$24.4K Hold
1,275
– – 0.01% 212
2024
Q4 		$24.7K Hold
1,275
– – 0.01% 212
2024
Q3 		$25.3K Hold
1,275
– – 0.01% 198
2024
Q2 		$24.6K Hold
1,275
– – 0.01% 201
2024
Q1 		$25K Hold
1,275
– – 0.01% 206
2023
Q4 		$25.2K Hold
1,275
– – 0.01% 195
2023
Q3 		$23.3K Hold
1,275
– – 0.01% 203
2023
Q2 		$24.8K Hold
1,275
– – 0.01% 200
2023
Q1 		$25K Buy
+1,275
New +$24.8K 0.02% 191

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 $617M AUM 21.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return