IAG Wealth Partners’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 | $17.9M | Sell |
958,130
-218,326
| -19% | -$4.08M | 2.37% | 14 |
|
|
2025
Q1 | $22.6M | Buy |
1,176,456
+441,122
| +60% | +$8.46M | 3.51% | 9 |
|
|
2024
Q4 | $14.2M | Buy |
735,334
+136,013
| +23% | +$2.63M | 2.51% | 14 |
|
|
2024
Q3 | $11.9M | Buy |
599,321
+122,405
| +26% | +$2.42M | 2.19% | 15 |
|
|
2024
Q2 | $9.21M | Buy |
476,916
+354,701
| +290% | +$6.85M | 1.85% | 18 |
|
|
2024
Q1 | $2.39M | Buy |
+122,215
| New | +$2.39M | 0.51% | 34 |
|