Householder Group Estate & Retirement Specialist’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-545	Closed	-$10K	–	818
2024 Q3	$10K	Hold	545	–	–	﹤0.01%	810
2024 Q2	$10K	Hold	545	–	–	﹤0.01%	808
2024 Q1	$10.7K	Buy	+545	New	+$10.7K	﹤0.01%	798

Other funds holding HTAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 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 $1.56B AUM 24.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HTAB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q4 2024, closing a stake of 545 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in HTAB in Q1 2024 and held it in 3 quarters. The position peaked at $10.7K in Q1 2024. 57 funds tracked by Wall St. Rank hold HTAB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 545 Hartford Schroders Tax-Aware Bond ETF shares in Q4 2024, an estimated $10K.
Householder Group Estate & Retirement Specialist first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2024 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Hartford Schroders Tax-Aware Bond ETF position peaked at $10.7K in Q1 2024.
57 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.