YWS
Yarger Wealth Strategies’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 | $8.78M | Sell |
469,276
-13,145
| -3% | -$246K | 4.59% | 3 |
|
|
2025
Q1 | $9.25M | Buy |
482,421
+311
| +0.1% | +$5.96K | 5.39% | 3 |
|
|
2024
Q4 | $9.33M | Buy |
482,110
+28,571
| +6% | +$553K | 5.38% | 3 |
|
|
2024
Q3 | $8.98M | Buy |
453,539
+64,386
| +17% | +$1.28M | 4.97% | 4 |
|
|
2024
Q2 | $7.51M | Buy |
389,153
+46,373
| +14% | +$895K | 4.52% | 6 |
|
|
2024
Q1 | $6.71M | Buy |
342,780
+54,768
| +19% | +$1.07M | 4.57% | 5 |
|
|
2023
Q4 | $5.69M | Buy |
288,012
+4,473
| +2% | +$88.4K | 4.59% | 6 |
|
|
2023
Q3 | $5.18M | Buy |
283,539
+191,920
| +209% | +$3.51M | 4.41% | 7 |
|
|
2023
Q2 | $1.78M | Buy |
+91,619
| New | +$1.78M | 1.6% | 19 |
|