AWA
Amplius Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Buy |
1,866,883
+180,524
| +11% | +$3.38M | 3.25% | 9 |
|
|
2025
Q1 | $32.3M | Sell |
1,686,359
-88,814
| -5% | -$1.7M | 3.36% | 9 |
|
|
2024
Q4 | $34.4M | Buy |
1,775,173
+1,019,668
| +135% | +$19.7M | 3.52% | 9 |
|
|
2024
Q3 | $15M | Buy |
755,505
+11,713
| +2% | +$232K | 1.63% | 18 |
|
|
2024
Q2 | $14.4M | Sell |
743,792
-202,572
| -21% | -$3.91M | 1.6% | 20 |
|
|
2024
Q1 | $18.5M | Buy |
946,364
+258,160
| +38% | +$5.05M | 2.08% | 15 |
|
|
2023
Q4 | $13.6M | Buy |
688,204
+43,022
| +7% | +$850K | 1.64% | 19 |
|
|
2023
Q3 | $11.8M | Buy |
645,182
+166,777
| +35% | +$3.05M | 1.58% | 21 |
|
|
2023
Q2 | $9.3M | Buy |
+478,405
| New | +$9.3M | 1.25% | 23 |
|