Steward Partners Investment Advisory’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
6,167
-719
| -10% | -$13.5K | ﹤0.01% | 2030 |
|
|
2025
Q1 | $132K | Buy |
6,886
+1,239
| +22% | +$23.8K | ﹤0.01% | 1851 |
|
|
2024
Q4 | $109K | Buy |
5,647
+239
| +4% | +$4.63K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $107K | Buy |
5,408
+482
| +10% | +$9.55K | ﹤0.01% | 1839 |
|
|
2024
Q2 | $95.1K | Sell |
4,926
-560
| -10% | -$10.8K | ﹤0.01% | 1806 |
|
|
2024
Q1 | $107K | Sell |
5,486
-1,014
| -16% | -$19.9K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $128K | Buy |
6,500
+2,415
| +59% | +$47.7K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $74.6K | Hold |
4,085
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q2 | $79.4K | Buy |
4,085
+3,071
| +303% | +$59.7K | ﹤0.01% | 1690 |
|
|
2023
Q1 | $19.9K | Buy |
+1,014
| New | +$19.9K | ﹤0.01% | 2251 |
|