Integrated Wealth Concepts’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Integrated Wealth Concepts’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	$2.63M	Buy	57,654 +4,630	+9%	+$210K	0.02%	743
2026 Q1	$2.38M	Buy	+53,024	New	+$2.41M	0.02%	695
2025 Q4	–	Sell	-59,315	Closed	-$2.75M	–	1984
2025 Q3	$2.75M	Sell	59,315 -30,825	-34%	-$1.42M	0.02%	565
2025 Q2	$4.15M	Buy	90,140 +8,715	+11%	+$391K	0.04%	377
2025 Q1	$3.64M	Buy	+81,425	New	+$3.73M	0.04%	389

Other funds holding SIHY

BWP

BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FHA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CRI

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

Integrated Wealth Concepts's SIHY Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Harbor Ares Systematic High Yield ETF (SIHY) stake by 8.7% in Q2 2026, buying an estimated $210K and bringing the position to 57,654 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #743.

Integrated Wealth Concepts first reported a position in SIHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.15M in Q2 2025. 50 funds tracked by Wall St. Rank hold SIHY as of Q2 2026.

Integrated Wealth Concepts held 57,654 shares of Harbor Ares Systematic High Yield ETF worth $2.63M as of Q2 2026.
Integrated Wealth Concepts bought 4,630 Harbor Ares Systematic High Yield ETF shares in Q2 2026, an estimated $210K.
Harbor Ares Systematic High Yield ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #743 holding.
Integrated Wealth Concepts first reported a position in Harbor Ares Systematic High Yield ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's Harbor Ares Systematic High Yield ETF position peaked at $4.15M in Q2 2025.
50 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.