ALTERNA WEALTH MANAGEMENT, INC SHYM β€” BLACKROCK ETF TRUST II

Ownership history in ALTERNA WEALTH MANAGEMENT, INC  Β·  1 quarter on record

AI Ownership Summary

ALTERNA WEALTH MANAGEMENT, INC reported BLACKROCK ETF TRUST II (SHYM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows SHYM at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTERNA WEALTH MANAGEMENT, INC's position in BLACKROCK ETF TRUST II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHYM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALTERNA WEALTH MANAGEMENT, INC held SHYM β€” position size vs. price
% of Fund (quarterly)    SHYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 14,166 β€” β€” 0.18% $318K 2026-07-16 $22.31

FAQ About ALTERNA WEALTH MANAGEMENT, INC and SHYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTERNA WEALTH MANAGEMENT, INC reported owning SHYM?

ALTERNA WEALTH MANAGEMENT, INC reported SHYM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SHYM position in ALTERNA WEALTH MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for SHYM was 0.18% in 2026 Q2.

What is the latest reported SHYM position on this page?

The most recent filing on this page is 2026 Q2, when ALTERNA WEALTH MANAGEMENT, INC reported 14,166 shares, equal to 0.18% of portfolio, with an estimated market value of $318K.

What does the chart on this SHYM ownership page compare?

The chart compares ALTERNA WEALTH MANAGEMENT, INC's quarterly SHYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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