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Root Financial Partners’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-18
Closed -$822 – 3542
2025
Q4 		$822 Sell
18
-18
-50% -$827 ﹤0.01% 2136
2025
Q3 		$1.67K Buy
+36
New +$1.65K ﹤0.01% 1983

Other funds holding SIHY

BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Root Financial Partners's SIHY Position: Q1 2026 in Review

Root Financial Partners sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q1 2026, closing a stake of 18 shares — an estimated $822 sold.

Root Financial Partners first reported a position in SIHY in Q3 2025 and held it in 2 quarters. The position peaked at $1.67K in Q3 2025. 44 funds tracked by Wall St. Rank hold SIHY as of Q1 2026.

  • Root Financial Partners reported no remaining Harbor Ares Systematic High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Harbor Ares Systematic High Yield ETF shares in Q1 2026, an estimated $822.
  • Root Financial Partners first reported a position in Harbor Ares Systematic High Yield ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Harbor Ares Systematic High Yield ETF position peaked at $1.67K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.