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Briaud Financial Planning’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Briaud Financial Planning’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
2023
Q4 		– Sell
-875
Closed -$37K – 139
2023
Q3 		$37K Buy
+875
New +$38K 0.03% 65

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Briaud Financial Planning's SIHY Position: Q4 2023 in Review

Briaud Financial Planning sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q4 2023, closing a stake of 875 shares — an estimated $37K sold.

Briaud Financial Planning first reported a position in SIHY in Q3 2023 and held it in 1 quarter. The position peaked at $37K in Q3 2023. 28 funds tracked by Wall St. Rank hold SIHY as of Q4 2023.

  • Briaud Financial Planning reported no remaining Harbor Ares Systematic High Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 875 Harbor Ares Systematic High Yield ETF shares in Q4 2023, an estimated $37K.
  • Briaud Financial Planning first reported a position in Harbor Ares Systematic High Yield ETF in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Harbor Ares Systematic High Yield ETF position peaked at $37K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.