Schroder Investment Management Group’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Schroder Investment Management 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
2021 Q1	–	Sell	-487,500	Closed	-$10.6M	–	1562
2020 Q4	$10.6M	Hold	487,500	–	–	0.02%	615
2020 Q3	$10.6M	Hold	487,500	–	–	0.02%	575
2020 Q2	$10.5M	Hold	487,500	–	–	0.02%	556
2020 Q1	$10.1M	Hold	487,500	–	–	0.02%	538
2019 Q4	$10.2M	Hold	487,500	–	–	0.02%	630
2019 Q3	$10.3M	Sell	487,500 -487,500	-50%	-$10.3M	0.02%	615
2019 Q2	$20.4M	Buy	975,000 +487,500	+100%	+$10.1M	0.01%	595
2019 Q1	$10.1M	Hold	487,500	–	–	0.02%	579
2018 Q4	$9.75M	Hold	487,500	–	–	0.02%	563
2018 Q3	$9.66M	Buy	+487,500	New	+$9.69M	0.02%	607

Other funds holding HTAB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Schroder Investment Management Group's HTAB Position: Q1 2021 in Review

Schroder Investment Management Group sold out of Hartford Schroders Tax-Aware Bond ETF (HTAB) in Q1 2021, closing a stake of 487,500 shares — an estimated $10.6M sold.

Schroder Investment Management Group first reported a position in HTAB in Q3 2018 and held it in 10 quarters. The position peaked at $20.4M in Q2 2019. 15 funds tracked by Wall St. Rank hold HTAB as of Q1 2021.

Schroder Investment Management Group reported no remaining Hartford Schroders Tax-Aware Bond ETF position as of Q1 2021 after selling out during the quarter.
Schroder Investment Management Group sold 487,500 Hartford Schroders Tax-Aware Bond ETF shares in Q1 2021, an estimated $10.6M.
Schroder Investment Management Group first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q3 2018 and held it in 10 quarters.
Schroder Investment Management Group's Hartford Schroders Tax-Aware Bond ETF position peaked at $20.4M in Q2 2019.
15 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q1 2021.

Based on Schroder Investment Management Group's 13F filing for Q1 2021, filed 17 May 2021.