Main Street Financial Solutions’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 | $10.6M | Sell |
563,959
-9,983
| -2% | -$187K | 0.77% | 29 |
|
|
2025
Q1 | $11M | Buy |
573,942
+123,514
| +27% | +$2.37M | 0.96% | 22 |
|
|
2024
Q4 | $8.72M | Buy |
450,428
+11,693
| +3% | +$226K | 0.86% | 25 |
|
|
2024
Q3 | $8.69M | Buy |
438,735
+27,465
| +7% | +$544K | 0.8% | 25 |
|
|
2024
Q2 | $7.94M | Buy |
411,270
+37,062
| +10% | +$716K | 0.75% | 28 |
|
|
2024
Q1 | $7.33M | Buy |
374,208
+45,658
| +14% | +$894K | 0.78% | 25 |
|
|
2023
Q4 | $6.49M | Buy |
328,550
+1,809
| +0.6% | +$35.7K | 0.84% | 24 |
|
|
2023
Q3 | $5.97M | Buy |
+326,741
| New | +$5.97M | 0.85% | 23 |
|