ShoreHaven Wealth Partners, LLC SHYM — BLACKROCK ETF TRUST II

Ownership history in ShoreHaven Wealth Partners, LLC  ·  8 quarters on record

AI Ownership Summary

ShoreHaven Wealth Partners, LLC reported BLACKROCK ETF TRUST II (SHYM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.29% in 2025 Q1. The latest visible filing shows SHYM at 0.24% 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 ShoreHaven Wealth Partners, 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 Q2

SHYM was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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.

SHYM stock page ShoreHaven Wealth Partners, LLC fund profile ShoreHaven Wealth Partners, LLC full holdings
How ShoreHaven Wealth Partners, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 33,794 +901 +2.7% 0.24% $759K 2026-07-14 $22.33
2026 Q1 REDUCED — — — 32,893 -839 -2.5% 0.26% $724K 2026-05-14 $22.03
2025 Q4 ADDED — — — 33,732 +3,339 +11.0% 0.27% $750K 2026-02-10 $22.02
2025 Q3 ADDED — — — 30,393 +18,113 +147.5% 0.25% $679K 2025-10-23 $21.63
2025 Q2 REDUCED 53.3% +1.2% ❌ 12,280 -13,990 -53.3% 0.11% $274K 2025-07-29 $21.12
2025 Q1 ADDED — — — 26,270 +3,292 +14.3% 0.29% $596K 2025-05-06 $21.18
2024 Q4 REDUCED — — — 22,978 -917 -3.8% 0.25% $521K 2025-01-30 $21.40
2024 Q3 INITIATED — — — 23,895 — — 0.27% $554K 2024-10-24 $21.15

🏢 Other funds also holding SHYM

As of 2026 Q2 — sorted by position size

Orgel Wealth Management, LLC 3Y 7Y 3.47% Prentice Wealth Management LLC 3Y 1.14% Trust Co 3Y 7Y 0.58% Weitzel Financial Services, Inc. 3Y 0.22% Veracity Capital LLC 3Y 0.12% Advisory Resource Group 3Y 7Y 0.11% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 0.05% Kings Path Partners LLC 0.04% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.01%

FAQ About ShoreHaven Wealth Partners, 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 ShoreHaven Wealth Partners, LLC reported owning SHYM?

ShoreHaven Wealth Partners, LLC reported SHYM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SHYM position in ShoreHaven Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for SHYM was 0.29% in 2025 Q1.

What is the latest reported SHYM position on this page?

The most recent filing on this page is 2026 Q2, when ShoreHaven Wealth Partners, LLC reported 33,794 shares, equal to 0.24% of portfolio, with an estimated market value of $759K.

What does the chart on this SHYM ownership page compare?

The chart compares ShoreHaven Wealth Partners, 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 ShoreHaven Wealth Partners, LLC time their SHYM position?

Based on 13F filing dates vs. subsequent SHYM price moves, ShoreHaven Wealth Partners, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on SHYM relative to SPY over the holding period was -12.4%.

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