Wealthcare Advisory Partners’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Wealthcare Advisory Partners’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	$3.58M	Sell	186,550 -20,874	-10%	-$399K	0.07%	234
2026 Q1	$3.94M	Buy	207,424 +12,223	+6%	+$235K	0.08%	213
2025 Q4	$3.74M	Sell	195,201 -19,954	-9%	-$385K	0.07%	225
2025 Q3	$4.12M	Buy	215,155 +9,550	+5%	+$179K	0.09%	195
2025 Q2	$3.85M	Sell	205,605 -38,738	-16%	-$727K	0.09%	187
2025 Q1	$4.68M	Sell	244,343 -193,168	-44%	-$3.73M	0.13%	147
2024 Q4	$8.47M	Buy	437,511 +22,537	+5%	+$442K	0.24%	84
2024 Q3	$8.22M	Buy	414,974 +251,383	+154%	+$4.94M	0.23%	85
2024 Q2	$3.16M	Buy	163,591 +13,268	+9%	+$256K	0.1%	166
2024 Q1	$2.94M	Buy	150,323 +12,922	+9%	+$253K	0.1%	179
2023 Q4	$2.72M	Buy	+137,401	New	+$2.57M	0.11%	156

Other funds holding HTAB

CPC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Advisory Partners's HTAB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 10% in Q2 2026, selling an estimated $399K and leaving 186,550 shares worth $3.58M. The position accounts for 0.07% of the portfolio, ranked #234.

Wealthcare Advisory Partners first reported a position in HTAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q4 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Wealthcare Advisory Partners held 186,550 shares of Hartford Schroders Tax-Aware Bond ETF worth $3.58M as of Q2 2026.
Wealthcare Advisory Partners sold 20,874 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $399K.
Hartford Schroders Tax-Aware Bond ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #234 holding.
Wealthcare Advisory Partners first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's Hartford Schroders Tax-Aware Bond ETF position peaked at $8.47M in Q4 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.