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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
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 $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Birchcreek Wealth Management's HTAB Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2024, closing a stake of 12,743 shares — an estimated $250K sold.

Birchcreek Wealth Management first reported a position in HTAB in Q3 2023 and held it in 3 quarters. The position peaked at $252K in Q4 2023. 58 funds tracked by Wall St. Rank hold HTAB as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 12,743 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2024, an estimated $250K.
  • Birchcreek Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2023 and held it in 3 quarters.
  • Birchcreek Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $252K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.