West Michigan Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

West Michigan Advisors’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	$464K	Sell	24,105 -4,529	-16%	-$86.7K	0.09%	189
2026 Q1	$546K	Sell	28,634 -233	-0.8%	-$4.48K	0.12%	174
2025 Q4	$555K	Buy	28,867 +560	+2%	+$10.8K	0.13%	157
2025 Q3	$543K	Buy	28,307 +6,043	+27%	+$113K	0.13%	136
2025 Q2	$418K	Buy	22,264 +1,010	+5%	+$18.9K	0.12%	128
2025 Q1	$409K	Sell	21,254 -1,708	-7%	-$33K	0.14%	121
2024 Q4	$446K	Sell	22,962 -3,423	-13%	-$67.2K	0.13%	117
2024 Q3	$524K	Buy	26,385 +12,795	+94%	+$252K	0.16%	103
2024 Q2	$263K	Buy	13,590 +211	+2%	+$4.07K	0.08%	154
2024 Q1	$262K	Buy	+13,379	New	+$261K	0.09%	152

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

West Michigan Advisors's HTAB Position: Q2 2026 in Review

West Michigan Advisors reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 16% in Q2 2026, selling an estimated $86.7K and leaving 24,105 shares worth $464K. The position accounts for 0.09% of the portfolio, ranked #189.

West Michigan Advisors first reported a position in HTAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $555K in Q4 2025. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

West Michigan Advisors held 24,105 shares of Hartford Schroders Tax-Aware Bond ETF worth $464K as of Q2 2026.
West Michigan Advisors sold 4,529 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $86.7K.
Hartford Schroders Tax-Aware Bond ETF made up 0.09% of West Michigan Advisors's portfolio in Q2 2026, its #189 holding.
West Michigan Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and has held it in 10 quarters since.
West Michigan Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $555K in Q4 2025.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.