SA
HFSI

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
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

Other funds holding HFSI

NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sonoma Allocations's HFSI Position: Q2 2026 in Review

Sonoma Allocations increased its Hartford Strategic Income ETF (HFSI) stake by 85% in Q2 2026, buying an estimated $2.78M and bringing the position to 171,553 shares worth $6.03M. The position accounts for 1.87% of the portfolio, ranked #10.

Sonoma Allocations first reported a position in HFSI in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold HFSI as of Q2 2026.

  • Sonoma Allocations held 171,553 shares of Hartford Strategic Income ETF worth $6.03M as of Q2 2026.
  • Sonoma Allocations bought 78,958 Hartford Strategic Income ETF shares in Q2 2026, an estimated $2.78M.
  • Hartford Strategic Income ETF made up 1.87% of Sonoma Allocations's portfolio in Q2 2026, its #10 holding.
  • Sonoma Allocations first reported a position in Hartford Strategic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Hartford Strategic Income ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.