Patriot Financial Group Insurance Agency’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q3	$901K	Buy
2025 Q2	$698K	Sell
2025 Q1	$1.1M	Sell
2024 Q4	$1.52M	Sell
2024 Q3	$2.74M	Buy
2024 Q2	$2.43M	Sell
2024 Q1	$3.16M	Buy