Wells Fargo
HTAB icon

Wells Fargo’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Wells Fargo’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
-1,375
Closed -$26.3K – 7323
2025
Q4 		$26.3K Hold
1,375
– – ﹤0.01% 5721
2025
Q3 		$26.3K Buy
+1,375
New +$25.8K ﹤0.01% 5730

Other funds holding HTAB

Bank of New York Mellon
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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

Wells Fargo's HTAB Position: Q1 2026 in Review

Wells Fargo sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2026, closing a stake of 1,375 shares — an estimated $26.3K sold.

Wells Fargo first reported a position in HTAB in Q3 2025 and held it in 2 quarters. The position peaked at $26.3K in Q4 2025. 47 funds tracked by Wall St. Rank hold HTAB as of Q1 2026.

  • Wells Fargo reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Fargo sold 1,375 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2026, an estimated $26.3K.
  • Wells Fargo first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2025 and held it in 2 quarters.
  • Wells Fargo's Hartford Schroders Tax-Aware Bond ETF position peaked at $26.3K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.