Keystone Financial Services (Nebraska)’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	$350K	Buy	18,713 +4,304	+30%	+$80.5K	0.27%	43
2025 Q1	$276K	Buy	14,409 +1,755	+14%	+$33.6K	0.23%	43
2024 Q4	$245K	Buy	+12,654	New	+$245K	0.22%	41