Axxcess Wealth Management’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 | $2.94M | Sell |
157,319
-4,914
| -3% | -$91.9K | 0.07% | 224 |
|
|
2025
Q1 | $3.11M | Buy |
162,233
+13,203
| +9% | +$253K | 0.08% | 188 |
|
|
2024
Q4 | $2.89M | Buy |
149,030
+8,397
| +6% | +$163K | 0.07% | 203 |
|
|
2024
Q3 | $2.79M | Buy |
140,633
+10,518
| +8% | +$208K | 0.07% | 207 |
|
|
2024
Q2 | $2.51M | Sell |
130,115
-4,535
| -3% | -$87.6K | 0.07% | 216 |
|
|
2024
Q1 | $2.64M | Sell |
134,650
-3,640
| -3% | -$71.3K | 0.07% | 208 |
|
|
2023
Q4 | $2.73M | Buy |
138,290
+47,034
| +52% | +$929K | 0.08% | 196 |
|
|
2023
Q3 | $1.67M | Buy |
+91,256
| New | +$1.67M | 0.06% | 232 |
|