Bar Harbor Wealth Management’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Bar Harbor Wealth Management’s Portfolio SIHY Stock Details SIHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Hold	4,876	–	–	0.01%	247
2026 Q1	$218K	Hold	4,876	–	–	0.01%	249
2025 Q4	$223K	Hold	4,876	–	–	0.01%	243
2025 Q3	$226K	Hold	4,876	–	–	0.01%	238
2025 Q2	$225K	Hold	4,876	–	–	0.01%	236
2025 Q1	$218K	Hold	4,876	–	–	0.01%	236
2024 Q4	$222K	Hold	4,876	–	–	0.01%	239
2024 Q3	$228K	Hold	4,876	–	–	0.01%	252
2024 Q2	$220K	Hold	4,876	–	–	0.01%	245
2024 Q1	$222K	Hold	4,876	–	–	0.01%	241
2023 Q4	$221K	Hold	4,876	–	–	0.02%	234
2023 Q3	$209K	Hold	4,876	–	–	0.02%	230
2023 Q2	$212K	Sell	4,876 -3	-0.1%	-$130	0.02%	240
2023 Q1	$216K	Buy	+4,879	New	+$214K	0.02%	230

Other funds holding SIHY

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bar Harbor Wealth Management's SIHY Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Harbor Ares Systematic High Yield ETF (SIHY) position steady in Q2 2026 at 4,876 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #247.

Bar Harbor Wealth Management first reported a position in SIHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $228K in Q3 2024. 29 funds tracked by Wall St. Rank hold SIHY as of Q2 2026.

Bar Harbor Wealth Management held 4,876 shares of Harbor Ares Systematic High Yield ETF worth $222K as of Q2 2026.
Bar Harbor Wealth Management left its Harbor Ares Systematic High Yield ETF share count unchanged in Q2 2026.
Harbor Ares Systematic High Yield ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #247 holding.
Bar Harbor Wealth Management first reported a position in Harbor Ares Systematic High Yield ETF in Q1 2023 and has held it in 14 quarters since.
Bar Harbor Wealth Management's Harbor Ares Systematic High Yield ETF position peaked at $228K in Q3 2024.
29 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.