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	3.34%	7
2026 Q1	$9.08M	Buy	477,671 +18,948	+4%	+$365K	3.68%	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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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