ERn Financial LLC’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 | $1.5M | Sell |
80,111
-17,600
| -18% | -$329K | 0.32% | 61 |
|
|
2025
Q1 | $1.87M | Sell |
97,711
-4,133
| -4% | -$79.2K | 0.3% | 65 |
|
|
2024
Q4 | $1.97M | Sell |
101,844
-317,416
| -76% | -$6.15M | 0.3% | 66 |
|
|
2024
Q3 | $8.31M | Buy |
419,260
+6,945
| +2% | +$138K | 1.26% | 24 |
|
|
2024
Q2 | $7.96M | Buy |
412,315
+19,432
| +5% | +$375K | 1.32% | 22 |
|
|
2024
Q1 | $7.69M | Buy |
392,883
+18,483
| +5% | +$362K | 1.33% | 22 |
|
|
2023
Q4 | $7.29M | Buy |
+374,400
| New | +$7.29M | 1.38% | 22 |
|