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CJM Wealth Advisers’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

CJM Wealth Advisers’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
-17,907
Closed -$351K – 67
2024
Q1 		$351K Buy
+17,907
New +$350K 0.13% 43

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $377B 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 $74.2B 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 $1.36B 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 $896M AUM 15.29% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

CJM Wealth Advisers's HTAB Position: Q2 2024 in Review

CJM Wealth Advisers sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2024, closing a stake of 17,907 shares — an estimated $351K sold.

CJM Wealth Advisers first reported a position in HTAB in Q1 2024 and held it in 1 quarter. The position peaked at $351K in Q1 2024. 58 funds tracked by Wall St. Rank hold HTAB as of Q2 2024.

  • CJM Wealth Advisers reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CJM Wealth Advisers sold 17,907 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2024, an estimated $351K.
  • CJM Wealth Advisers first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and held it in 1 quarter.
  • CJM Wealth Advisers's Hartford Schroders Tax-Aware Bond ETF position peaked at $351K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2024.

Based on CJM Wealth Advisers's 13F filing for Q2 2024, filed 9 Jul 2024.