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Financial Planning & Information Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Financial Planning & Information Services’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$259K Buy
13,058
+2,755
+27% +$54.2K 0.04% 79
2024
Q2 		$199K Buy
+10,303
New +$199K 0.03% 82

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Financial Planning & Information Services's HTAB Position: Q3 2024 in Review

Financial Planning & Information Services increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 27% in Q3 2024, buying an estimated $54.2K and bringing the position to 13,058 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #79.

Financial Planning & Information Services first reported a position in HTAB in Q2 2024 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold HTAB as of Q3 2024.

  • Financial Planning & Information Services held 13,058 shares of Hartford Schroders Tax-Aware Bond ETF worth $259K as of Q3 2024.
  • Financial Planning & Information Services bought 2,755 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2024, an estimated $54.2K.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.04% of Financial Planning & Information Services's portfolio in Q3 2024, its #79 holding.
  • Financial Planning & Information Services first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.