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

Truist Financial’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
Q2 		$13.3M Sell
2025
Q1 		$14M Sell
2024
Q4 		$18.7M Buy
2024
Q3 		$17.5M Buy
2024
Q2 		$15.2M Buy
2024
Q1 		$3.63M Buy
2023
Q4 		$3.55M Sell
2023
Q3 		$4.03M Buy
2023
Q2 		$4.05M Buy
2023
Q1 		$638K Buy