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

UBS 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
Q1 		– Sell
-331
Closed -$6.34K – 10792
2025
Q4 		$6.34K Sell
331
-965
-74% -$18.6K ﹤0.01% 8564
2025
Q3 		$24.8K Buy
+1,296
New +$24.3K ﹤0.01% 8020
2025
Q2 		– Sell
-1,637
Closed -$31.4K – 10511
2025
Q1 		$31.4K Buy
+1,637
New +$31.6K ﹤0.01% 7912
2024
Q4 		– Sell
-3,966
Closed -$78.6K – 10127
2024
Q3 		$78.6K Buy
3,966
+3,960
+66,000% +$77.9K ﹤0.01% 6527
2024
Q2 		$116 Buy
+6
New +$116 ﹤0.01% 9142
2024
Q1 		– Sell
-432
Closed -$8.54K – 9629
2023
Q4 		$8.54K Buy
+432
New +$8.09K ﹤0.01% 7544
2023
Q2 		– Sell
-127
Closed -$2.49K – 9211
2023
Q1 		$2.49K Sell
127
-249
-66% -$4.85K ﹤0.01% 8503
2022
Q4 		$7.17K Sell
376
-420
-53% -$7.87K ﹤0.01% 8928
2022
Q3 		$15K Sell
796
-107
-12% -$2.07K ﹤0.01% 7800
2022
Q2 		$17K Buy
903
+798
+760% +$15.5K ﹤0.01% 7097
2022
Q1 		$2K Sell
105
-320
-75% -$6.62K ﹤0.01% 9635
2021
Q4 		$9K Buy
+425
New +$9.14K ﹤0.01% 8904
2021
Q1 		– Sell
-671
Closed -$15K – 9199
2020
Q4 		$15K Buy
671
+71
+12% +$1.54K ﹤0.01% 7160
2020
Q3 		$13K Sell
600
-5
-0.8% -$109 ﹤0.01% 6632
2020
Q2 		$13K Sell
605
-1,146
-65% -$24.4K ﹤0.01% 6833
2020
Q1 		$36K Buy
1,751
+1,723
+6,154% +$36.2K ﹤0.01% 6081
2019
Q4 		$1K Buy
+28
New +$590 ﹤0.01% 7947

Other funds holding HTAB

Bank of New York Mellon
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group's HTAB Position: Q1 2026 in Review

UBS Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 331 shares — an estimated $6.34K sold.

UBS Group first reported a position in HTAB in Q4 2019 and held it in 17 quarters. The position peaked at $78.6K in Q3 2024. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • UBS Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 331 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $6.34K.
  • UBS Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2019 and held it in 17 quarters.
  • UBS Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $78.6K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.