Northwestern Mutual Wealth Management’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 | $11.6M | Buy |
622,564
+223,231
| +56% | +$4.18M | 0.01% | 483 |
|
|
2025
Q1 | $7.66M | Buy |
399,333
+75,779
| +23% | +$1.45M | 0.01% | 541 |
|
|
2024
Q4 | $6.26M | Buy |
323,554
+146,503
| +83% | +$2.84M | 0.01% | 561 |
|
|
2024
Q3 | $3.51M | Buy |
177,051
+47,823
| +37% | +$947K | ﹤0.01% | 702 |
|
|
2024
Q2 | $2.5M | Sell |
129,228
-2,396
| -2% | -$46.3K | ﹤0.01% | 742 |
|
|
2024
Q1 | $2.58M | Sell |
131,624
-1,704
| -1% | -$33.4K | ﹤0.01% | 726 |
|
|
2023
Q4 | $2.63M | Sell |
133,328
-34,689
| -21% | -$685K | ﹤0.01% | 701 |
|
|
2023
Q3 | $3.07M | Sell |
168,017
-46,175
| -22% | -$844K | ﹤0.01% | 614 |
|
|
2023
Q2 | $4.16M | Buy |
214,192
+24,714
| +13% | +$480K | 0.01% | 537 |
|
|
2023
Q1 | $3.72M | Buy |
+189,478
| New | +$3.72M | 0.01% | 535 |
|