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 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

Tanglewood Legacy Advisors's HTAB Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2025, closing a stake of 1,275 shares — an estimated $24.4K sold.

Tanglewood Legacy Advisors first reported a position in HTAB in Q1 2023 and held it in 11 quarters. The position peaked at $25.3K in Q3 2024. 51 funds tracked by Wall St. Rank hold HTAB as of Q4 2025.

Tanglewood Legacy Advisors reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 1,275 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2025, an estimated $24.4K.
Tanglewood Legacy Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and held it in 11 quarters.
Tanglewood Legacy Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $25.3K in Q3 2024.
51 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.