TLA
Tanglewood Legacy Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Hold |
1,275
| – | – | 0.01% | 213 |
|
|
2025
Q1 | $24.4K | Hold |
1,275
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $24.7K | Hold |
1,275
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $25.3K | Hold |
1,275
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $24.6K | Hold |
1,275
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $25K | Hold |
1,275
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $25.2K | Hold |
1,275
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $23.3K | Hold |
1,275
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $24.8K | Hold |
1,275
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $25K | Buy |
+1,275
| New | +$25K | 0.02% | 191 |
|