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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
Q2 		$1.89M Sell
41,495
-2,689
-6% -$122K 0.71% 32
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 $1B AUM 19.75% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
LPL Financial
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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beta Wealth Group's SIHY Position: Q2 2026 in Review

Beta Wealth Group reduced its Harbor Ares Systematic High Yield ETF (SIHY) stake by 6.1% in Q2 2026, selling an estimated $122K and leaving 41,495 shares worth $1.89M. The position accounts for 0.71% of the portfolio, ranked #32.

Beta Wealth Group first reported a position in SIHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q4 2025. 50 funds tracked by Wall St. Rank hold SIHY as of Q2 2026.

  • Beta Wealth Group held 41,495 shares of Harbor Ares Systematic High Yield ETF worth $1.89M as of Q2 2026.
  • Beta Wealth Group sold 2,689 Harbor Ares Systematic High Yield ETF shares in Q2 2026, an estimated $122K.
  • Harbor Ares Systematic High Yield ETF made up 0.71% of Beta Wealth Group's portfolio in Q2 2026, its #32 holding.
  • Beta Wealth Group first reported a position in Harbor Ares Systematic High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Beta Wealth Group's Harbor Ares Systematic High Yield ETF position peaked at $1.98M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.