BWM
HTAB icon

Birchcreek Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Birchcreek Wealth Management’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
2024
Q2 		– Sell
-12,743
Closed -$250K – 160
2024
Q1 		$250K Hold
12,743
– – 0.13% 130
2023
Q4 		$252K Buy
12,743
+731
+6% +$13.7K 0.15% 117
2023
Q3 		$219K Buy
+12,012
New +$229K 0.15% 125

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return