Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1K Sell
76
-87
-53% -$1.15K ﹤0.01% 5010
2025
Q1 		$3K Buy
+163
New +$3K ﹤0.01% 4620