Laurel Wealth Advisors (California)’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q1	–	Sell	-14,147	Closed	-$301K	–	770
2021 Q4	$301K	Sell	14,147 -3,922	-22%	-$84.3K	0.02%	621
2021 Q3	$391K	Sell	18,069 -7,931	-31%	-$173K	0.07%	282
2021 Q2	$566K	Buy	26,000 +12,402	+91%	+$269K	0.07%	256
2021 Q1	$293K	Buy	+13,598	New	+$295K	0.04%	362

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HTAB Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2022, closing a stake of 14,147 shares — an estimated $301K sold.

Laurel Wealth Advisors (California) first reported a position in HTAB in Q1 2021 and held it in 4 quarters. The position peaked at $566K in Q2 2021. 14 funds tracked by Wall St. Rank hold HTAB as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 14,147 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2022, an estimated $301K.
Laurel Wealth Advisors (California) first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2021 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Hartford Schroders Tax-Aware Bond ETF position peaked at $566K in Q2 2021.
14 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.