IAG Wealth Partners, LLC HTAB holdings history
HARTFORD SCHRODERS TAX AWARE · CUSIP 41653L404 · CIK 1827261
As of 2026-06-30, IAG Wealth Partners, LLC reported 86.18K HTAB (shares), valued at $1.65M, or 0.16% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 24.28%; reported value decreased 23.55%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.16% | 86,184 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.24% | 113,812 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 0.27% | 120,075 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.40% | 173,124 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.37% | 958,130 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.51% | 1,176,456 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 2.51% | 735,334 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 2.19% | 599,321 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.85% | 476,916 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 0.51% | 122,215 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.51% | 122,215 | $2.39M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.85% | 476,916 | $9.21M | Shares increased 290.23%; reported value increased 284.85%, and weight changed +1.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 2.19% | 599,321 | $11.87M | Shares increased 25.67%; reported value increased 28.92%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.51% | 735,334 | $14.24M | Shares increased 22.69%; reported value increased 19.91%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 3.51% | 1,176,456 | $22.55M | Shares increased 59.99%; reported value increased 58.42%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.37% | 958,130 | $17.93M | Shares decreased 18.56%; reported value decreased 20.51%, and weight changed -1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.40% | 173,124 | $3.31M | Shares decreased 81.93%; reported value decreased 81.53%, and weight changed -1.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.27% | 120,075 | $2.30M | Shares decreased 30.64%; reported value decreased 30.57%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.24% | 113,812 | $2.16M | Shares decreased 5.22%; reported value decreased 5.96%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 0.16% | 86,184 | $1.65M | Shares decreased 24.28%; reported value decreased 23.55%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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