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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
Q2 		$195K Hold
5,133
– – 0.15% 104
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
WI
Westbourne Investments Alexandria, Virginia $245M AUM 55.25% 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 $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harbor Asset Planning's BOAT Position: Q2 2026 in Review

Harbor Asset Planning held its SonicShares Global Shipping ETF (BOAT) position steady in Q2 2026 at 5,133 shares worth $195K. The position accounts for 0.15% of the portfolio, ranked #104.

Harbor Asset Planning first reported a position in BOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $208K in Q1 2026. 26 funds tracked by Wall St. Rank hold BOAT as of Q2 2026.

  • Harbor Asset Planning held 5,133 shares of SonicShares Global Shipping ETF worth $195K as of Q2 2026.
  • Harbor Asset Planning left its SonicShares Global Shipping ETF share count unchanged in Q2 2026.
  • SonicShares Global Shipping ETF made up 0.15% of Harbor Asset Planning's portfolio in Q2 2026, its #104 holding.
  • Harbor Asset Planning first reported a position in SonicShares Global Shipping ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's SonicShares Global Shipping ETF position peaked at $208K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held SonicShares Global Shipping ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.