EverSource Wealth Advisors LLC Makes New Investment in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB)

EverSource Wealth Advisors LLC acquired a new stake in Hartford Schroders Tax-Aware Bond ETF (NYSEARCA:HTAB) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 16,556 shares of the company’s stock, valued at approximately $316,000. EverSource Wealth Advisors LLC owned about 0.11% of Hartford Schroders Tax-Aware Bond ETF as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Jones Financial Companies Lllp bought a new position in Hartford Schroders Tax-Aware Bond ETF in the 4th quarter valued at about $90,000. Benjamin F. Edwards & Company Inc. grew its stake in Hartford Schroders Tax-Aware Bond ETF by 28.1% in the fourth quarter. Benjamin F. Edwards & Company Inc. now owns 7,300 shares of the company’s stock valued at $144,000 after acquiring an additional 1,600 shares during the period. Birchcreek Wealth Management LLC lifted its stake in shares of Hartford Schroders Tax-Aware Bond ETF by 6.1% in the fourth quarter. Birchcreek Wealth Management LLC now owns 12,743 shares of the company’s stock valued at $252,000 after buying an additional 731 shares in the last quarter. Trademark Financial Management LLC purchased a new stake in shares of Hartford Schroders Tax-Aware Bond ETF in the fourth quarter worth approximately $340,000. Finally, CJM Wealth Advisers Ltd. bought a new position in shares of Hartford Schroders Tax-Aware Bond ETF during the first quarter valued at about $351,000.

Hartford Schroders Tax-Aware Bond ETF Trading Up 0.9 %

Shares of NYSEARCA HTAB traded up $0.17 during mid-day trading on Friday, reaching $19.79. 95,819 shares of the company’s stock were exchanged, compared to its average volume of 112,214. The firm has a 50-day moving average price of $19.44 and a two-hundred day moving average price of $19.42. Hartford Schroders Tax-Aware Bond ETF has a 52 week low of $17.75 and a 52 week high of $19.83.

Hartford Schroders Tax-Aware Bond ETF Profile

The Hartford Schroders Tax-Aware Bond ETF (HTAB) is an exchange-traded fund that is based on the Bloomberg Municipal Managed Money index. The fund is an actively managed fund of US investment-grade debt selected for tax-efficient cash flow. Investments include both taxable and tax-free debt, and the fund uses derivatives to supplement its tax-efficient strategy.