SHYM — BLACKROCK ETF TRUST II

Ownership history in Advisory Resource Group  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in BLACKROCK ETF TRUST II (SHYM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.59% (2025 Q2)
Avg. % of fund
0.56%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 140,258 +7,759 +5.9% 0.55% $3.1M $22.07
2025 Q3 REDUCED 132,499 -6,202 -4.5% 0.53% $3.0M $21.84
2025 Q2 INITIATED 138,701 — — 0.59% $3.1M $21.59
% of Fund (quarterly)    SHYM price (monthly, adj. close)

Other funds also holding SHYM

As of 2025 Q4 — sorted by position size

Strategic Equity Management 3Y 2.36% MONEYWISE, INC. 3Y 7Y 2.14% FORTE ASSET MANAGEMENT LLC 3Y 1.17% Prentice Wealth Management LLC 3Y 1.11% Aspen Wealth Management LLC 3Y 0.89% Objective Capital Management, LLC 3Y 0.73% SK Wealth Management, LLC 0.55% Joseph Group Capital Management 3Y 0.41% MBA Advisors LLC 3Y 0.4% Kuhn & Co Investment Counsel 0.35%
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