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SHYMSHYM
10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in BLACKROCK ETF TRUST II

Dynasty Wealth Management, LLC holds 317,510 shares of SHYM (BLACKROCK ETF TRUST II), worth $7.1M as of 2026-Q2. The position was increased (+4.7% shares). SHYM represents 0.1% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$7.1M

Current Shares

317,510

Total Value Change

+$2.2M

Total Shares Change

+97,272

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
317,510
+4.7%
$7.1M0.1%$22.30
29
2026-Q1
Increased
303,178
+10.1%
$6.7M0.1%$21.65
30
2025-Q4
Increased
275,461
+0.7%
$6.1M0.1%$21.70
27
2025-Q3
Increased
273,429
+3.9%
$6.1M0.1%$21.47
28
2025-Q2
Decreased
263,063
-0.4%
$5.9M0.1%$21.22
0
2025-Q1
Increased
264,155
+3.4%
$6M0.1%$21.31
28
2024-Q4
Increased
255,382
+90.2%
$5.8M0.1%$21.15
43
2024-Q3
Decreased
134,243
-43.2%
$7.2M0.2%$21.33
0
2024-Q2
Increased
236,304
+7.3%
$5.3M0.2%$20.61
35
2024-Q1
New
220,238
-
$4.9M0.2%$20.22
45

Other major holders of SHYM: LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC

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