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Harbor Asset Planning’s SonicShares Global Shipping ETF BOAT Stock Holding History

Harbor Asset Planning’s Portfolio BOAT Stock Details BOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
5,133
+140
+3% +$5.26K 0.18% 93
2025
Q4 		$158K Buy
4,993
+59
+1% +$1.87K 0.13% 105
2025
Q3 		$153K Sell
4,934
-1,110
-18% -$34.6K 0.14% 103
2025
Q2 		$172K Buy
+6,044
New +$167K 0.16% 92

Other funds holding BOAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WI
Westbourne Investments Arlington, Virginia $210M AUM 40.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Harbor Asset Planning's BOAT Position: Q1 2026 in Review

Harbor Asset Planning increased its SonicShares Global Shipping ETF (BOAT) stake by 2.8% in Q1 2026, buying an estimated $5.26K and bringing the position to 5,133 shares worth $208K. The position accounts for 0.18% of the portfolio, ranked #93.

Harbor Asset Planning first reported a position in BOAT in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold BOAT as of Q1 2026.

  • Harbor Asset Planning held 5,133 shares of SonicShares Global Shipping ETF worth $208K as of Q1 2026.
  • Harbor Asset Planning bought 140 SonicShares Global Shipping ETF shares in Q1 2026, an estimated $5.26K.
  • SonicShares Global Shipping ETF made up 0.18% of Harbor Asset Planning's portfolio in Q1 2026, its #93 holding.
  • Harbor Asset Planning first reported a position in SonicShares Global Shipping ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.