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PRW Wealth Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

PRW Wealth Management’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
2023
Q3 		$182K Sell
10,250
-10,700
-51% -$204K 0.07% 104
2023
Q2 		$408K Buy
+20,950
New +$409K 0.14% 37

Other funds holding HTAB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PRW Wealth Management's HTAB Position: Q3 2023 in Review

PRW Wealth Management reduced its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 51% in Q3 2023, selling an estimated $204K and leaving 10,250 shares worth $182K. The position accounts for 0.07% of the portfolio, ranked #104.

PRW Wealth Management first reported a position in HTAB in Q2 2023 and has held it in 2 quarters since. The position peaked at $408K in Q2 2023. 39 funds tracked by Wall St. Rank hold HTAB as of Q3 2023.

  • PRW Wealth Management held 10,250 shares of Hartford Schroders Tax-Aware Bond ETF worth $182K as of Q3 2023.
  • PRW Wealth Management sold 10,700 Hartford Schroders Tax-Aware Bond ETF shares in Q3 2023, an estimated $204K.
  • Hartford Schroders Tax-Aware Bond ETF made up 0.07% of PRW Wealth Management's portfolio in Q3 2023, its #104 holding.
  • PRW Wealth Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • PRW Wealth Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $408K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.