Independence Asset Advisors’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Independence Asset Advisors’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	$284K	Hold	6,258	–	–	0.07%	23
2026 Q1	$279K	Buy	6,258 +869	+16%	+$39.5K	0.1%	23
2025 Q4	$246K	Hold	5,389	–	–	0.14%	17
2025 Q3	$249K	Hold	5,389	–	–	0.11%	19
2025 Q2	$247K	Hold	5,389	–	–	0.15%	17
2025 Q1	$239K	Hold	5,389	–	–	0.78%	13
2024 Q4	$246K	Hold	5,389	–	–	1.14%	8
2024 Q3	$250K	Hold	5,389	–	–	4.95%	6
2024 Q2	$243K	Hold	5,389	–	–	5.83%	5
2024 Q1	$244K	Hold	5,389	–	–	5.87%	5
2023 Q4	$244K	Buy	+5,389	New	+$235K	6.17%	5

Other funds holding SIHY

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independence Asset Advisors's SIHY Position: Q2 2026 in Review

Independence Asset Advisors held its Harbor Ares Systematic High Yield ETF (SIHY) position steady in Q2 2026 at 6,258 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #23.

Independence Asset Advisors first reported a position in SIHY in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold SIHY as of Q2 2026.

Independence Asset Advisors held 6,258 shares of Harbor Ares Systematic High Yield ETF worth $284K as of Q2 2026.
Independence Asset Advisors left its Harbor Ares Systematic High Yield ETF share count unchanged in Q2 2026.
Harbor Ares Systematic High Yield ETF made up 0.07% of Independence Asset Advisors's portfolio in Q2 2026, its #23 holding.
Independence Asset Advisors first reported a position in Harbor Ares Systematic High Yield ETF in Q4 2023 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.