SHYM — BLACKROCK ETF TRUST II

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC 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
0.06% (2022 Q2)
Avg. % of fund
0.03%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,872 +24 +0.2% 0.00% $221K $21.84
2025 Q2 REDUCED 9,848 -82,473 -89.3% 0.00% $220K $21.59
2022 Q3 ADDED 92,321 +282 +0.3% 0.06% $1.9M $17.55
2022 Q2 INITIATED 92,039 — — 0.06% $2.0M $18.35
% 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% Advisory Resource Group 3Y 7Y 0.55% Joseph Group Capital Management 3Y 0.41% MBA Advisors LLC 3Y 0.4%
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