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

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return