USAdvisors Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

USAdvisors Wealth Management’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	$481K	Buy	25,082 +1,765	+8%	+$33.8K	0.14%	88
2026 Q1	$441K	Buy	23,317 +1,087	+5%	+$20.9K	0.15%	87
2025 Q4	$425K	Sell	22,230 -712	-3%	-$13.7K	0.14%	89
2025 Q3	$438K	Sell	22,942 -5,897	-20%	-$110K	0.15%	88
2025 Q2	$539K	Buy	28,839 +1,040	+4%	+$19.5K	0.2%	78
2025 Q1	$532K	Buy	27,799 +1,800	+7%	+$34.8K	0.19%	78
2024 Q4	$503K	Buy	25,999 +4,216	+19%	+$82.7K	0.16%	83
2024 Q3	$432K	Buy	21,783 +1,105	+5%	+$21.7K	0.15%	86
2024 Q2	$399K	Buy	20,678 +144	+0.7%	+$2.78K	0.14%	84
2024 Q1	$399K	Buy	20,534 +5,924	+41%	+$116K	0.15%	93
2023 Q4	$288K	Buy	+14,610	New	+$274K	0.12%	104

Other funds holding HTAB

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

USAdvisors Wealth Management's HTAB Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 7.6% in Q2 2026, buying an estimated $33.8K and bringing the position to 25,082 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #88.

USAdvisors Wealth Management first reported a position in HTAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $539K in Q2 2025. 19 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

USAdvisors Wealth Management held 25,082 shares of Hartford Schroders Tax-Aware Bond ETF worth $481K as of Q2 2026.
USAdvisors Wealth Management bought 1,765 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $33.8K.
Hartford Schroders Tax-Aware Bond ETF made up 0.14% of USAdvisors Wealth Management's portfolio in Q2 2026, its #88 holding.
USAdvisors Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2023 and has held it in 11 quarters since.
USAdvisors Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $539K in Q2 2025.
19 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.