Consolidated Planning Corp’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	$13.9M	Buy	743,892 +188,216	+34%	+$3.52M	1.75%	11
2025 Q1	$10.7M	Buy	555,676 +130,368	+31%	+$2.5M	1.47%	16
2024 Q4	$8.23M	Buy	425,308 +231,460	+119%	+$4.48M	1.12%	23
2024 Q3	$3.84M	Buy	+193,848	New	+$3.84M	0.57%	59