Rehmann Capital Advisory Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Rehmann Capital Advisory Group’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
2022 Q1	–	Sell	-21,187	Closed	-$450K	–	551
2021 Q4	$450K	Sell	21,187 -4,583	-18%	-$98.5K	0.04%	330
2021 Q3	$557K	Sell	25,770 -1,269	-5%	-$27.6K	0.05%	299
2021 Q2	$594K	Sell	27,039 -6,878	-20%	-$149K	0.06%	276
2021 Q1	$852K	Sell	33,917 -69,085	-67%	-$1.5M	0.09%	189
2020 Q4	$2.24M	Buy	103,002 +11,006	+12%	+$239K	0.25%	73
2020 Q3	$2M	Buy	+91,996	New	+$2M	0.25%	74

Other funds holding HTAB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Rehmann Capital Advisory Group's HTAB Position: Q1 2022 in Review

Rehmann Capital Advisory Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2022, closing a stake of 21,187 shares — an estimated $450K sold.

Rehmann Capital Advisory Group first reported a position in HTAB in Q3 2020 and held it in 6 quarters. The position peaked at $2.24M in Q4 2020. 14 funds tracked by Wall St. Rank hold HTAB as of Q1 2022.

Rehmann Capital Advisory Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 21,187 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2022, an estimated $450K.
Rehmann Capital Advisory Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2020 and held it in 6 quarters.
Rehmann Capital Advisory Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $2.24M in Q4 2020.
14 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2022, filed 3 Jun 2022.