Independent Wealth Network’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Independent Wealth Network’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 Q3	–	Sell	-71,625	Closed	-$1.38M	–	228
2024 Q2	$1.38M	Buy	71,625 +1,614	+2%	+$31.1K	0.64%	40
2024 Q1	$1.37M	Buy	70,011 +1,356	+2%	+$26.5K	0.64%	40
2023 Q4	$1.36M	Sell	68,655 -2,070	-3%	-$38.8K	0.71%	33
2023 Q3	$1.29M	Buy	70,725 +3,192	+5%	+$60.8K	0.79%	30
2023 Q2	$1.31M	Buy	67,533 +5,366	+9%	+$105K	0.79%	28
2023 Q1	$1.22M	Buy	+62,167	New	+$1.21M	0.78%	28

Other funds holding HTAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Independent Wealth Network's HTAB Position: Q3 2024 in Review

Independent Wealth Network sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q3 2024, closing a stake of 71,625 shares — an estimated $1.38M sold.

Independent Wealth Network first reported a position in HTAB in Q1 2023 and held it in 6 quarters. The position peaked at $1.38M in Q2 2024. 55 funds tracked by Wall St. Rank hold HTAB as of Q3 2024.

Independent Wealth Network reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q3 2024 after selling out during the quarter.
Independent Wealth Network sold 71,625 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2024, an estimated $1.38M.
Independent Wealth Network first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2023 and held it in 6 quarters.
Independent Wealth Network's Hartford Schroders Tax-Aware Bond ETF position peaked at $1.38M in Q2 2024.
55 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2024.

Based on Independent Wealth Network's 13F filing for Q3 2024, filed 15 Oct 2024.