Bank of America
HFSI

Bank of America’s Hartford Strategic Income ETF HFSI Stock Holding History

Bank of America’s Portfolio HFSI Stock Details HFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.1M Buy
2,107,234
+885,847
+73% +$31.2M ﹤0.01% 1406
2026
Q1 		$42.4M Buy
+1,221,387
New +$43.3M ﹤0.01% 1718

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RMS
Retirement Management Systems Leonardtown, Maryland $488M AUM
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Bank of America's HFSI Position: Q2 2026 in Review

Bank of America increased its Hartford Strategic Income ETF (HFSI) stake by 73% in Q2 2026, buying an estimated $31.2M and bringing the position to 2,107,234 shares worth $74.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Bank of America first reported a position in HFSI in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Bank of America held 2,107,234 shares of Hartford Strategic Income ETF worth $74.1M as of Q2 2026.
  • Bank of America bought 885,847 Hartford Strategic Income ETF shares in Q2 2026, an estimated $31.2M.
  • Hartford Strategic Income ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1406 holding.
  • Bank of America first reported a position in Hartford Strategic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.