Steward Partners Investment Advisory’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
Q3 | $133K | Buy |
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|
2025
Q2 | $115K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $95.1K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | $74.6K | Hold |
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|
2023
Q2 | $79.4K | Buy |
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|
2023
Q1 | $19.9K | Buy |
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