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IHT Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

IHT Wealth Management’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
2021
Q2 		– Sell
-12,269
Closed -$265K – 959
2021
Q1 		$265K Buy
12,269
+69
+0.6% +$1.5K 0.02% 674
2020
Q4 		$265K Buy
+12,200
New +$265K 0.02% 599

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

IHT Wealth Management's HTAB Position: Q2 2021 in Review

IHT Wealth Management sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q2 2021, closing a stake of 12,269 shares — an estimated $265K sold.

IHT Wealth Management first reported a position in HTAB in Q4 2020 and held it in 2 quarters. The position peaked at $265K in Q1 2021. 14 funds tracked by Wall St. Rank hold HTAB as of Q2 2021.

  • IHT Wealth Management reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q2 2021 after selling out during the quarter.
  • IHT Wealth Management sold 12,269 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2021, an estimated $265K.
  • IHT Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q4 2020 and held it in 2 quarters.
  • IHT Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $265K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.