Bank of Montreal
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Bank of Montreal’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-80,753
Closed -$1.58M – 4003
2023
Q2 		$1.58M Buy
+80,753
New +$1.58M ﹤0.01% 1939

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of Montreal's HTAB Position: Q3 2023 in Review

Bank of Montreal sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2023, closing a stake of 80,753 shares — an estimated $1.58M sold.

Bank of Montreal first reported a position in HTAB in Q2 2023 and held it in 1 quarter. The position peaked at $1.58M in Q2 2023. 39 funds tracked by Wall St. Rank hold HTAB as of Q3 2023.

  • Bank of Montreal reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 80,753 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2023, an estimated $1.58M.
  • Bank of Montreal first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and held it in 1 quarter.
  • Bank of Montreal's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.58M in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.