Keystone Financial Services, LLC
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 2046033
OMAHA, NE
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 | $423,377 | 22,283 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 HTAB | $398,568 | 20,813 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 HTAB | $385,354 | 20,144 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 HTAB | $350,120 | 18,713 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 HTAB | $276,220 | 14,409 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 HTAB | $244,981 | 12,654 | Shares | Sole | 2025-03-14 | |
| No filing history on record for this holder in this stock. | ||||||