Northwestern Mutual Wealth Management
HFSI

Northwestern Mutual Wealth Management’s Hartford Strategic Income ETF HFSI Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		$73.7M Buy
2,123,291
+334,128
+19% +$11.9M 0.05% 208
2025
Q4 		$63.5M Buy
+1,789,163
New +$63.9M 0.04% 228

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $5.84B AUM 16.73% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's HFSI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Hartford Strategic Income ETF (HFSI) stake by 19% in Q1 2026, buying an estimated $11.9M and bringing the position to 2,123,291 shares worth $73.7M. The position accounts for 0.05% of the portfolio, ranked #208.

Northwestern Mutual Wealth Management first reported a position in HFSI in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold HFSI as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,123,291 shares of Hartford Strategic Income ETF worth $73.7M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 334,128 Hartford Strategic Income ETF shares in Q1 2026, an estimated $11.9M.
  • Hartford Strategic Income ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #208 holding.
  • Northwestern Mutual Wealth Management first reported a position in Hartford Strategic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.