Hara Capital’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Hara Capital’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.48M	Buy	303,989 +15,800	+5%	+$181K	1.74%	16
2025 Q4	$3.29M	Buy	288,189 +12,898	+5%	+$147K	1.83%	13
2025 Q3	$3.15M	Buy	275,291 +19,684	+8%	+$222K	1.85%	13
2025 Q2	$2.86M	Buy	255,607 +7,642	+3%	+$85.4K	1.77%	12
2025 Q1	$2.78M	Sell	247,965 -327,752	-57%	-$3.7M	1.88%	12
2024 Q4	$6.46M	Buy	575,717 +196,798	+52%	+$2.21M	2.07%	10
2024 Q3	$4.27M	Buy	378,919 +16,688	+5%	+$187K	2.66%	8
2024 Q2	$3.97M	Sell	362,231 -2,712	-0.7%	-$29.4K	2.54%	6
2024 Q1	$3.92M	Buy	364,943 +82,293	+29%	+$890K	2.35%	9
2023 Q4	$3.04M	Buy	+282,650	New	+$3.03M	2.14%	10

Other funds holding DTF

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $121M AUM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return