USAdvisors Wealth Management’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 | $539K | Buy |
28,839
+1,040
| +4% | +$19.4K | 0.2% | 78 |
|
|
2025
Q1 | $532K | Buy |
27,799
+1,800
| +7% | +$34.4K | 0.19% | 78 |
|
|
2024
Q4 | $503K | Buy |
25,999
+4,216
| +19% | +$81.6K | 0.16% | 83 |
|
|
2024
Q3 | $432K | Buy |
21,783
+1,105
| +5% | +$21.9K | 0.15% | 86 |
|
|
2024
Q2 | $399K | Buy |
20,678
+144
| +0.7% | +$2.78K | 0.14% | 84 |
|
|
2024
Q1 | $399K | Buy |
20,534
+5,924
| +41% | +$115K | 0.15% | 93 |
|
|
2023
Q4 | $288K | Buy |
+14,610
| New | +$288K | 0.12% | 104 |
|