Sonoma Allocations
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Sonoma Allocations’s Hartford Strategic Income ETF HFSI Stock Holding History

Sonoma Allocations’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
Q3 		– Sell
-171,553
Closed -$5.96M – 10
2026
Q2 		$6.03M Buy
171,553
+78,958
+85% +$2.78M 1.87% 10
2026
Q1 		$3.23M Buy
92,595
+49,894
+117% +$1.77M 1.12% 20
2025
Q4 		$1.52M Sell
42,701
-22,063
-34% -$788K 0.5% 36
2025
Q3 		$2.32M Buy
+64,764
New +$2.28M 0.84% 22

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Raymond James Financial
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LPL Financial
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Hartford Funds Management
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Retirement Management Systems
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Sonoma Allocations's HFSI Position: Q3 2026 in Review

Sonoma Allocations sold out of Hartford Strategic Income ETF (HFSI) in Q3 2026, closing a stake of 171,553 shares — an estimated $5.96M sold.

Sonoma Allocations first reported a position in HFSI in Q3 2025 and held it in 4 quarters. The position peaked at $6.03M in Q2 2026. 89 funds tracked by Wall St. Rank hold HFSI as of Q3 2026.

  • Sonoma Allocations reported no remaining Hartford Strategic Income ETF position as of Q3 2026 after selling out during the quarter.
  • Sonoma Allocations sold 171,553 Hartford Strategic Income ETF shares in Q3 2026, an estimated $5.96M.
  • Sonoma Allocations first reported a position in Hartford Strategic Income ETF in Q3 2025 and held it in 4 quarters.
  • Sonoma Allocations's Hartford Strategic Income ETF position peaked at $6.03M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q3 2026.

Based on Sonoma Allocations's 13F filing for Q3 2026, filed 13 Nov 2026.