Jones Financial Companies
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Jones Financial Companies’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Jones Financial Companies’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
2024
Q2 		– Sell
-989
Closed -$45K – 2446
2024
Q1 		$45K Buy
+989
New +$44.7K ﹤0.01% 752

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IA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Jones Financial Companies's SIHY Position: Q2 2024 in Review

Jones Financial Companies sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q2 2024, closing a stake of 989 shares — an estimated $45K sold.

Jones Financial Companies first reported a position in SIHY in Q1 2024 and held it in 1 quarter. The position peaked at $45K in Q1 2024. 26 funds tracked by Wall St. Rank hold SIHY as of Q2 2024.

  • Jones Financial Companies reported no remaining Harbor Ares Systematic High Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Jones Financial Companies sold 989 Harbor Ares Systematic High Yield ETF shares in Q2 2024, an estimated $45K.
  • Jones Financial Companies first reported a position in Harbor Ares Systematic High Yield ETF in Q1 2024 and held it in 1 quarter.
  • Jones Financial Companies's Harbor Ares Systematic High Yield ETF position peaked at $45K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q2 2024.

Based on Jones Financial Companies's 13F filing for Q2 2024, filed 14 Aug 2024.