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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$195K	Sell
2024 Q3	$250K	Sell
2024 Q2	$345K	Buy
2024 Q1	$349K	Buy
2023 Q4	$340K	Buy