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Trademark Financial Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Trademark Financial Management’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
2025
Q1 		– Sell
-10,072
Closed -$195K – 92
2024
Q4 		$195K Sell
10,072
-2,559
-20% -$50.2K 0.15% 89
2024
Q3 		$250K Sell
12,631
-5,216
-29% -$103K 0.2% 78
2024
Q2 		$345K Buy
17,847
+45
+0.3% +$868 0.28% 67
2024
Q1 		$349K Buy
17,802
+572
+3% +$11.2K 0.29% 62
2023
Q4 		$340K Buy
+17,230
New +$323K 0.25% 72

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return