Financial Advocates Investment Management’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 | $948K | Buy |
+50,679
| New | +$948K | 0.08% | 236 |
|
|
2025
Q1 | – | Sell |
-66,454
| Closed | -$1.29M | – | 733 |
|
|
2024
Q4 | $1.29M | Buy |
66,454
+2,482
| +4% | +$48.1K | 0.07% | 246 |
|
|
2024
Q3 | $1.27M | Buy |
63,972
+6,430
| +11% | +$127K | 0.07% | 256 |
|
|
2024
Q2 | $1.11M | Buy |
57,542
+20,730
| +56% | +$400K | 0.07% | 269 |
|
|
2024
Q1 | $721K | Buy |
36,812
+1,890
| +5% | +$37K | 0.04% | 374 |
|
|
2023
Q4 | $690K | Sell |
34,922
-38,217
| -52% | -$755K | 0.05% | 364 |
|
|
2023
Q3 | $1.34M | Sell |
73,139
-51
| -0.1% | -$932 | 0.1% | 219 |
|
|
2023
Q2 | $1.42M | Buy |
73,190
+47,965
| +190% | +$932K | 0.1% | 208 |
|
|
2023
Q1 | $495K | Buy |
+25,225
| New | +$495K | 0.04% | 428 |
|