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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
Quarter Market Value Status Shares Shares
Change % 		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% +$14.4K 0.15% 117
2023
Q3 		$219K Buy
+12,012
New +$219K 0.15% 125