Yarger Wealth Strategies’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Yarger Wealth Strategies’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	$9.17M	Buy	480,097 +2,426	+0.5%	+$46.4K	3.29%	7
2026 Q1	$9.08M	Buy	477,671 +18,948	+4%	+$365K	3.65%	5
2025 Q4	$8.78M	Sell	458,723 -7,320	-2%	-$141K	3.78%	6
2025 Q3	$8.92M	Sell	466,043 -3,233	-0.7%	-$60.6K	4.09%	5
2025 Q2	$8.78M	Sell	469,276 -13,145	-3%	-$247K	4.59%	3
2025 Q1	$9.25M	Buy	482,421 +311	+0.1%	+$6.01K	5.39%	3
2024 Q4	$9.33M	Buy	482,110 +28,571	+6%	+$561K	5.38%	3
2024 Q3	$8.98M	Buy	453,539 +64,386	+17%	+$1.27M	4.97%	4
2024 Q2	$7.51M	Buy	389,153 +46,373	+14%	+$895K	4.52%	6
2024 Q1	$6.71M	Buy	342,780 +54,768	+19%	+$1.07M	4.57%	5
2023 Q4	$5.69M	Buy	288,012 +4,473	+2%	+$83.8K	4.59%	6
2023 Q3	$5.18M	Buy	283,539 +191,920	+209%	+$3.66M	4.41%	7
2023 Q2	$1.78M	Buy	+91,619	New	+$1.79M	1.6%	19

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Yarger Wealth Strategies's HTAB Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 0.51% in Q2 2026, buying an estimated $46.4K and bringing the position to 480,097 shares worth $9.17M. The position accounts for 3.29% of the portfolio, ranked #7.

Yarger Wealth Strategies first reported a position in HTAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.33M in Q4 2024. 48 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Yarger Wealth Strategies held 480,097 shares of Hartford Schroders Tax-Aware Bond ETF worth $9.17M as of Q2 2026.
Yarger Wealth Strategies bought 2,426 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $46.4K.
Hartford Schroders Tax-Aware Bond ETF made up 3.29% of Yarger Wealth Strategies's portfolio in Q2 2026, its #7 holding.
Yarger Wealth Strategies first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 13 quarters since.
Yarger Wealth Strategies's Hartford Schroders Tax-Aware Bond ETF position peaked at $9.33M in Q4 2024.
48 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.