Bank of America
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Bank of America’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Bank of America’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$7.06K – 6241
2025
Q4 		$7.06K Hold
200
– – ﹤0.01% 6226
2025
Q3 		$6.19K Hold
200
– – ﹤0.01% 7281
2025
Q2 		$5.72K Hold
200
– – ﹤0.01% 7279
2025
Q1 		$5.87K Hold
200
– – ﹤0.01% 7206
2024
Q4 		$5.77K Hold
200
– – ﹤0.01% 7079
2024
Q3 		$6.72K Buy
+200
New +$6.85K ﹤0.01% 6960

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America's HRTS Position: Q1 2026 in Review

Bank of America sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q1 2026, closing a stake of 200 shares — an estimated $7.06K sold.

Bank of America first reported a position in HRTS in Q3 2024 and held it in 6 quarters. The position peaked at $7.06K in Q4 2025. 12 funds tracked by Wall St. Rank hold HRTS as of Q1 2026.

  • Bank of America reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 200 Tema ETF Trust Tema Heart & Health ETF shares in Q1 2026, an estimated $7.06K.
  • Bank of America first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q3 2024 and held it in 6 quarters.
  • Bank of America's Tema ETF Trust Tema Heart & Health ETF position peaked at $7.06K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.