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

Golden State 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
2025
Q2 		– Sell
-31
Closed -$1.38K – 1655
2025
Q1 		$1.38K Sell
31
-407
-93% -$18.6K ﹤0.01% 1377
2024
Q4 		$20K Buy
+438
New +$20.2K ﹤0.01% 770

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $68.3B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's SIHY Position: Q2 2025 in Review

Golden State Wealth Management sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q2 2025, closing a stake of 31 shares — an estimated $1.38K sold.

Golden State Wealth Management first reported a position in SIHY in Q4 2024 and held it in 2 quarters. The position peaked at $20K in Q4 2024. 33 funds tracked by Wall St. Rank hold SIHY as of Q2 2025.

  • Golden State Wealth Management reported no remaining Harbor Ares Systematic High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 31 Harbor Ares Systematic High Yield ETF shares in Q2 2025, an estimated $1.38K.
  • Golden State Wealth Management first reported a position in Harbor Ares Systematic High Yield ETF in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Harbor Ares Systematic High Yield ETF position peaked at $20K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.