WealthCare Investment Partners, LLC SHYM — BLACKROCK ETF TRUST II

Ownership history in WealthCare Investment Partners, LLC  ·  7 quarters on record

AI Ownership Summary

WealthCare Investment Partners, LLC reported BLACKROCK ETF TRUST II (SHYM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows SHYM at 0.07% 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 WealthCare Investment 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 Q1

SHYM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

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 Q1

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 WealthCare Investment Partners, LLC fund profile WealthCare Investment Partners, LLC full holdings
How WealthCare Investment 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27.5% +3.0% ❌ 11,932 -4,517 -27.5% 0.07% $263K 2026-04-09 $21.86
2025 Q4 ADDED — — — 16,449 +5,523 +50.5% 0.11% $366K 2026-01-06 $21.76
2025 Q3 ADDED — — — 10,926 +912 +9.1% 0.08% $243K 2025-11-07 $21.61
2025 Q2 ADDED — — — 10,014 +71 +0.7% 0.08% $222K 2025-07-09 $21.22
2025 Q1 ADDED — — — 9,943 +1,068 +12.0% 0.09% $218K 2025-04-22 $20.72
2024 Q4 ADDED — — — 8,875 +74 +0.8% 0.09% $202K 2025-02-03 $21.35
2024 Q3 INITIATED — — — 8,801 — — 0.09% $203K 2024-10-08 $21.29

🏢 Other funds also holding SHYM

As of 2026 Q2 — sorted by position size

Orgel Wealth Management, LLC 3Y 7Y 3.47% FORTE ASSET MANAGEMENT LLC 3Y 1.64% Legacy Advisory Services, LLC 1.27% Prentice Wealth Management LLC 3Y 1.14% Objective Capital Management, LLC 3Y 0.83% Trust Co 3Y 7Y 0.58% MBA Advisors LLC 3Y 0.39% Kuhn & Co Investment Counsel 0.31% Aspen Wealth Management LLC 3Y 0.29% Beta Wealth Group, Inc. 3Y 7Y 0.24%

FAQ About WealthCare Investment 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 WealthCare Investment Partners, LLC reported owning SHYM?

WealthCare Investment Partners, LLC reported SHYM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SHYM position in WealthCare Investment Partners, LLC's portfolio?

The largest reported portfolio weight for SHYM was 0.11% in 2025 Q4.

What is the latest reported SHYM position on this page?

The most recent filing on this page is 2026 Q1, when WealthCare Investment Partners, LLC reported 11,932 shares, equal to 0.07% of portfolio, with an estimated market value of $263K.

What does the chart on this SHYM ownership page compare?

The chart compares WealthCare Investment 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 WealthCare Investment Partners, LLC time their SHYM position?

Based on 13F filing dates vs. subsequent SHYM price moves, WealthCare Investment Partners, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SHYM relative to SPY over the holding period was -10.2%.

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