Envestnet Asset Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.9M Sell
2025
Q1
$13.7M Sell
2024
Q4
$18.4M Buy
2024
Q3
$17M Buy
2024
Q2
$14.4M Buy
2024
Q1
$3.52M Buy
2023
Q4
$3.49M Sell
2023
Q3
$3.96M Buy
2023
Q2
$4.07M Buy
2023
Q1
$507K Buy
2021
Q3
Sell
2021
Q2
$212K Sell
2021
Q1
$15.9M Buy
2020
Q4
$376K Sell
2020
Q3
$401K Sell
2020
Q2
$2.17M Sell
2020
Q1
$2.14M Sell
2019
Q4
$2.2M Buy