Private Trust Company’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
Q2
Sell
2025
Q1
$267K Hold
2024
Q4
$270K Buy
2024
Q3
$256K Buy
2024
Q2
$196K Buy
2024
Q1
$135K Buy
2023
Q4
$116K Sell
2023
Q3
$144K Buy
2023
Q2
$101K Hold
2023
Q1
$102K Buy