EverSource Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,860
| Closed | -$656K | – | 4102 |
|
|
2024
Q4 | $656K | Buy |
33,860
+8,822
| +35% | +$171K | 0.04% | 314 |
|
|
2024
Q3 | $496K | Buy |
25,038
+51
| +0.2% | +$1.01K | 0.03% | 326 |
|
|
2024
Q2 | $489K | Buy |
24,987
+8,431
| +51% | +$165K | 0.03% | 320 |
|
|
2024
Q1 | $316K | Buy |
+16,556
| New | +$316K | 0.02% | 364 |
|