Dynamic Advisor Solutions LLC SHYM — BLACKROCK ETF TRUST II

Ownership history in Dynamic Advisor Solutions LLC  ·  4 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported BLACKROCK ETF TRUST II (SHYM) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows SHYM at 0.01% 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 Dynamic Advisor Solutions LLC'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 Q3

SHYM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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.

SHYM stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held SHYM — position size vs. price
% of Fund (quarterly)    SHYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 24,318 +4,443 +22.4% 0.01% $520K 2026-10-13 $21.48
2026 Q2 ADDED — — — 19,875 +1,703 +9.4% 0.01% $446K 2026-07-07 $22.12
2026 Q1 ADDED — — — 18,172 +2,228 +14.0% 0.01% $400K 2026-04-08 $21.70
2025 Q4 INITIATED — — — 15,944 — — 0.01% $354K 2026-01-09 $21.64

🏢 Other funds also holding SHYM

As of 2026 Q3 — sorted by position size

Pearl Planning LLC 3.02% FORTE ASSET MANAGEMENT LLC 3Y 1.54% Trust Co 3Y 7Y 0.58% Objective Capital Management, LLC 3Y 0.42% Veracity Capital LLC 3Y 0.11% Farther Finance Advisors, LLC 3Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Dynamic Advisor Solutions LLC and SHYM

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

How long has Dynamic Advisor Solutions LLC reported owning SHYM?

Dynamic Advisor Solutions LLC reported SHYM across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported SHYM position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for SHYM was 0.01% in 2026 Q3.

What is the latest reported SHYM position on this page?

The most recent filing on this page is 2026 Q3, when Dynamic Advisor Solutions LLC reported 24,318 shares, equal to 0.01% of portfolio, with an estimated market value of $520K.

What does the chart on this SHYM ownership page compare?

The chart compares Dynamic Advisor Solutions LLC'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.

How well did Dynamic Advisor Solutions LLC time their SHYM position?

Based on 13F filing dates vs. subsequent SHYM price moves, Dynamic Advisor Solutions LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SHYM relative to SPY over the holding period was -15.7%.

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