LPL Financial’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.1M | Sell |
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|
2025
Q2 | $41.4M | Sell |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $51.4M | Buy |
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|
2024
Q3 | $44.6M | Buy |
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|
2024
Q2 | $30.1M | Buy |
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|
2024
Q1 | $5.21M | Buy |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $2.91M | Buy |
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