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Global Retirement Partners’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-6,264
Closed -$124K – 3718
2024
Q3 		$124K Hold
6,264
– – ﹤0.01% 1131
2024
Q2 		$121K Buy
+6,264
New +$121K ﹤0.01% 1103
2023
Q3 		– Sell
-5,744
Closed -$112K – 3295
2023
Q2 		$112K Hold
5,744
– – 0.01% 898
2023
Q1 		$113K Buy
+5,744
New +$112K 0.01% 867

Other funds holding HTAB

LPL Financial
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Global Retirement Partners's HTAB Position: Q4 2024 in Review

Global Retirement Partners sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2024, closing a stake of 6,264 shares — an estimated $124K sold.

Global Retirement Partners first reported a position in HTAB in Q1 2023 and held it in 4 quarters. The position peaked at $124K in Q3 2024. 57 funds tracked by Wall St. Rank hold HTAB as of Q4 2024.

  • Global Retirement Partners reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 6,264 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2024, an estimated $124K.
  • Global Retirement Partners first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and held it in 4 quarters.
  • Global Retirement Partners's Hartford Schroders Tax-Aware Bond ETF position peaked at $124K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.