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Beta Wealth Group’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Beta Wealth Group’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
Q1 		$1.98M Buy
44,184
+754
+2% +$34.3K 0.82% 28
2025
Q4 		$1.98M Buy
43,430
+1,513
+4% +$69.5K 0.8% 32
2025
Q3 		$1.94M Buy
+41,917
New +$1.93M 0.77% 32

Other funds holding SIHY

BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
C
Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beta Wealth Group's SIHY Position: Q1 2026 in Review

Beta Wealth Group increased its Harbor Ares Systematic High Yield ETF (SIHY) stake by 1.7% in Q1 2026, buying an estimated $34.3K and bringing the position to 44,184 shares worth $1.98M. The position accounts for 0.82% of the portfolio, ranked #28.

Beta Wealth Group first reported a position in SIHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.98M in Q4 2025. 44 funds tracked by Wall St. Rank hold SIHY as of Q1 2026.

  • Beta Wealth Group held 44,184 shares of Harbor Ares Systematic High Yield ETF worth $1.98M as of Q1 2026.
  • Beta Wealth Group bought 754 Harbor Ares Systematic High Yield ETF shares in Q1 2026, an estimated $34.3K.
  • Harbor Ares Systematic High Yield ETF made up 0.82% of Beta Wealth Group's portfolio in Q1 2026, its #28 holding.
  • Beta Wealth Group first reported a position in Harbor Ares Systematic High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • Beta Wealth Group's Harbor Ares Systematic High Yield ETF position peaked at $1.98M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.