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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Hartford Fds Exchange Trade schrdrs tax bd (HTAB) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Hartford Fds Exchange Trade schrdrs tax bd

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All positions including Hartford Fds Exchange Trade schrdrs tax bd held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade schrdrs tax bd by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 20k 19.13
2025-06-30 $350k 19k 18.71
2025-03-31 $276k 14k 19.17
2024-12-31 $245k 13k 19.36

More positions owned by Keystone Financial Services

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

Bank of New York Mellon
Consolidated Planning Corp
LPL Financial
Raymond James Financial
Branch Banking & Trust Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Main Street Financial Solutions
Jones Financial Companies, L.L
Yarger Wealth Strategies
Cetera Investment Advisers
Advisor Group Holdings
Axxcess Wealth Management
Wealthcare Advisory Partners
IAG Wealth Partners

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd