Amplius Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Amplius Wealth 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
2025 Q3	$918K	Sell
2025 Q2	$34.9M	Buy
2025 Q1	$32.3M	Sell
2024 Q4	$34.4M	Buy
2024 Q3	$15M	Buy
2024 Q2	$14.4M	Sell
2024 Q1	$18.5M	Buy
2023 Q4	$13.6M	Buy
2023 Q3	$11.8M	Buy
2023 Q2	$9.3M	Buy