Fermata Advisors, LLC
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1859259
SONOMA, CA
All Filings in HTAB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HTAB | $220,989 | 11,631 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 HTAB | $222,733 | 11,631 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 HTAB | $222,501 | 11,631 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 HTAB | $217,616 | 11,631 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 HTAB | $419,458 | 21,881 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 HTAB | $423,616 | 21,881 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||