Cetera Investment Advisers’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.13M | Buy |
327,860
+54,090
| +20% | +$1.01M | 0.01% | 1066 |
|
2025
Q1 | $5.25M | Buy |
273,770
+41,751
| +18% | +$800K | 0.01% | 1083 |
|
2024
Q4 | $4.49M | Buy |
232,019
+6,571
| +3% | +$127K | 0.01% | 1097 |
|
2024
Q3 | $4.47M | Buy |
225,448
+11,678
| +5% | +$231K | 0.01% | 1063 |
|
2024
Q2 | $4.13M | Sell |
213,770
-24,044
| -10% | -$464K | 0.01% | 1097 |
|
2024
Q1 | $4.66M | Buy |
+237,814
| New | +$4.66M | 0.01% | 1022 |
|