Jones Financial Companies
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Jones Financial Companies’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Jones Financial Companies’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
2025
Q3 		$9.44M Buy
2025
Q2 		$6.71M Buy
2025
Q1 		$5.76M Buy
2024
Q4 		$3.66M Buy
2024
Q3 		$2.23M Buy
2024
Q2 		$773K Buy
2024
Q1 		$89.9K Buy
2023
Q4 		$89.9K Buy