ShoreHaven Wealth Partners, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ShoreHaven Wealth Partners, LLC opened 100 positions, added to 250, reduced 327 and sold out of 78.
- Q2 2026: Stock CORO; Country of operation —; Class ISHARES INTL CTR; Shares before 313,988.
- Q2 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 251,503.
- Q2 2026: Stock THRO; Country of operation —; Class ISHARES US THEMA; Shares before 219,700.
- Q2 2026: Stock DNL; Country of operation —; Class GLOBAL EX US QUA; Shares before 173,366.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1844922), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | CORO
BLACKROCK ETF TRUST | | ISHARES INTL CTR | 313,988 | 0 | -313,988 | $10,095,656 | $0 | -$10,095,656 | 2026-07-14 |
|---|
| Q2 2026 | BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 251,503 | 0 | -251,503 | $8,287,022 | $0 | -$8,287,022 | 2026-07-14 |
|---|
| Q2 2026 | THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 219,700 | 0 | -219,700 | $7,957,534 | $0 | -$7,957,534 | 2026-07-14 |
|---|
| Q2 2026 | DNL
WISDOMTREE TR | | GLOBAL EX US QUA | 173,366 | 0 | -173,366 | $6,998,803 | $0 | -$6,998,803 | 2026-07-14 |
|---|
| Q2 2026 | VLU
SPDR SERIES TRUST | | STATE STREET SPD | 29,201 | 0 | -29,201 | $6,277,611 | $0 | -$6,277,611 | 2026-07-14 |
|---|
| Q2 2026 | BLCR
BLACKROCK ETF TRUST | | ISHARES LARGE CA | 109,013 | 0 | -109,013 | $4,476,074 | $0 | -$4,476,074 | 2026-07-14 |
|---|
| Q2 2026 | BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 69,437 | 0 | -69,437 | $3,605,867 | $0 | -$3,605,867 | 2026-07-14 |
|---|
| Q2 2026 | IAGG
ISHARES TR | | CORE INTL AGGR | 46,089 | 0 | -46,089 | $2,306,294 | $0 | -$2,306,294 | 2026-07-14 |
|---|
| Q2 2026 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 17,547 | 0 | -17,547 | $1,767,384 | $0 | -$1,767,384 | 2026-07-14 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 13,513 | 0 | -13,513 | $1,253,152 | $0 | -$1,253,152 | 2026-07-14 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 25,792 | 0 | -25,792 | $1,209,888 | $0 | -$1,209,888 | 2026-07-14 |
|---|
| Q2 2026 | IGEB
ISHARES TR | | INVESTMENT GRADE | 26,708 | 0 | -26,708 | $1,203,474 | $0 | -$1,203,474 | 2026-07-14 |
|---|
| Q2 2026 | FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 23,186 | 0 | -23,186 | $1,038,750 | $0 | -$1,038,750 | 2026-07-14 |
|---|
| Q2 2026 | XAR
SPDR SERIES TRUST | | STATE STREET SPD | 3,203 | 0 | -3,203 | $813,498 | $0 | -$813,498 | 2026-07-14 |
|---|
| Q2 2026 | SPBO
SPDR SERIES TRUST | | STATE STREET SPD | 27,528 | 0 | -27,528 | $799,146 | $0 | -$799,146 | 2026-07-14 |
|---|
| Q2 2026 | SHYM
BLACKROCK ETF TRUST II | | SHORT DURATION H | 32,893 | 0 | -32,893 | $724,297 | $0 | -$724,297 | 2026-07-14 |
|---|
| Q2 2026 | HYGW
ISHARES TR | | HIGH YLD CORP BD | 22,065 | 0 | -22,065 | $650,829 | $0 | -$650,829 | 2026-07-14 |
|---|
| Q2 2026 | TFI
SPDR SERIES TRUST | | STATE STREET SPD | 7,995 | 0 | -7,995 | $362,493 | $0 | -$362,493 | 2026-07-14 |
|---|
| Q2 2026 | HYMB
SPDR SERIES TRUST | | STATE STREET SPD | 13,606 | 0 | -13,606 | $337,429 | $0 | -$337,429 | 2026-07-14 |
|---|
| Q2 2026 | SRLN
SSGA ACTIVE ETF TR | | STATE STREET BLA | 7,332 | 0 | -7,332 | $294,311 | $0 | -$294,311 | 2026-07-14 |
|---|
| Q1 2026 | IYW
ISHARES TR | | U.S. TECH ETF | 8,985 | 0 | -8,985 | $1,794,125 | $0 | -$1,794,125 | 2026-05-14 |
|---|
| Q1 2026 | SIVR
ABRDN SILVER ETF TRUST | United States | PHYSCL SILVR SHS | 17,908 | 0 | -17,908 | $1,211,297 | $0 | -$1,211,297 | 2026-05-14 |
|---|
| Q1 2026 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 24,832 | 0 | -24,832 | $1,162,418 | $0 | -$1,162,418 | 2026-05-14 |
|---|
| Q1 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 7,757 | 0 | -7,757 | $746,888 | $0 | -$746,888 | 2026-05-14 |
|---|
| Q1 2026 | BKLC
BNY MELLON ETF TRUST | | US LRG CP CORE | 2,874 | 0 | -2,874 | $375,919 | $0 | -$375,919 | 2026-05-14 |
|---|
| Q1 2026 | HYDB
ISHARES TR | | HIGH YLD SYSTM B | 6,997 | 0 | -6,997 | $331,308 | $0 | -$331,308 | 2026-05-14 |
|---|
| Q1 2026 | IJT
ISHARES TR | | S&P SML 600 GWT | 2,103 | 0 | -2,103 | $296,859 | $0 | -$296,859 | 2026-05-14 |
|---|
| Q1 2026 | FQAL
FIDELITY COVINGTON TRUST | | QLTY FCTOR ETF | 2,925 | 0 | -2,925 | $221,151 | $0 | -$221,151 | 2026-05-14 |
|---|
| Q4 2025 | DNL
WISDOMTREE TR | | GLB US QTLY DIV | 162,488 | 0 | -162,488 | $6,579,170 | $0 | -$6,579,170 | 2026-02-10 |
|---|
| Q4 2025 | VLU
SPDR SERIES TRUST | | SPDR S&P1500VL | 28,949 | 0 | -28,949 | $5,909,108 | $0 | -$5,909,108 | 2026-02-10 |
|---|
| Q4 2025 | BALI
BLACKROCK ETF TRUST | | ISHARES ADVANTAG | 35,131 | 0 | -35,131 | $1,115,080 | $0 | -$1,115,080 | 2026-02-10 |
|---|
| Q4 2025 | SPBO
SPDR SERIES TRUST | | PORTFOLIO CRPORT | 27,189 | 0 | -27,189 | $805,623 | $0 | -$805,623 | 2026-02-10 |
|---|
| Q4 2025 | BIDD
BLACKROCK ETF TRUST | | ISHARES INTL DIV | 20,840 | 0 | -20,840 | $583,231 | $0 | -$583,231 | 2026-02-10 |
|---|
| Q4 2025 | HYMB
SPDR SERIES TRUST | | NUVEEN ICE HIGH | 22,044 | 0 | -22,044 | $549,557 | $0 | -$549,557 | 2026-02-10 |
|---|
| Q4 2025 | SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 12,489 | 0 | -12,489 | $519,297 | $0 | -$519,297 | 2026-02-10 |
|---|
| Q4 2025 | FIXD
FIRST TR EXCHNG TRADED FD VI | | SMITH OPPORT FXD | 7,013 | 0 | -7,013 | $311,539 | $0 | -$311,539 | 2026-02-10 |
|---|
| Q4 2025 | TFI
SPDR SERIES TRUST | | NUVEEN ICE MUNIC | 6,682 | 0 | -6,682 | $304,499 | $0 | -$304,499 | 2026-02-10 |
|---|
| Q4 2025 | ICVT
ISHARES TR | | CONV BD ETF | 2,534 | 0 | -2,534 | $253,529 | $0 | -$253,529 | 2026-02-10 |
|---|
| Q4 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 2,520 | 0 | -2,520 | $235,292 | $0 | -$235,292 | 2026-02-10 |
|---|
| Q4 2025 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 2,245 | 0 | -2,245 | $232,043 | $0 | -$232,043 | 2026-02-10 |
|---|
| Q4 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 3,386 | 0 | -3,386 | $220,107 | $0 | -$220,107 | 2026-02-10 |
|---|
| Q4 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,442 | 0 | -1,442 | $203,250 | $0 | -$203,250 | 2026-02-10 |
|---|
| Q4 2025 | FTA
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 2,403 | 0 | -2,403 | $200,299 | $0 | -$200,299 | 2026-02-10 |
|---|
| Q3 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 21,083 | 0 | -21,083 | $3,653,148 | $0 | -$3,653,148 | 2025-10-23 |
|---|
| Q3 2025 | HEZU
ISHARES TR | | CUR HD EURZN ETF | 15,968 | 0 | -15,968 | $655,167 | $0 | -$655,167 | 2025-10-23 |
|---|
| Q3 2025 | BRTR
BLACKROCK ETF TRUST II | | ISHARES TOTAL RE | 12,418 | 0 | -12,418 | $627,544 | $0 | -$627,544 | 2025-10-23 |
|---|
| Q3 2025 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 3,562 | 0 | -3,562 | $378,783 | $0 | -$378,783 | 2025-10-23 |
|---|
| Q3 2025 | SHYM
BLACKROCK ETF TRUST II | | ISHARES HIGH YIE | 12,280 | 0 | -12,280 | $273,970 | $0 | -$273,970 | 2025-10-23 |
|---|
| Q3 2025 | HEFA
ISHARES TR | | HDG MSCI EAFE | 5,905 | 0 | -5,905 | $224,154 | $0 | -$224,154 | 2025-10-23 |
|---|
| Q3 2025 | IYE
ISHARES TR | | U.S. ENERGY ETF | 4,934 | 0 | -4,934 | $223,146 | $0 | -$223,146 | 2025-10-23 |
|---|
| Q3 2025 | TDIV
FIRST TR EXCHANGE TRADED FD | | NASD TECH DIV | 2,423 | 0 | -2,423 | $218,482 | $0 | -$218,482 | 2025-10-23 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 332 | 0 | -332 | $205,302 | $0 | -$205,302 | 2025-10-23 |
|---|
| Q2 2025 | HYDB
ISHARES TR | | HIGH YLD SYSTM B | 11,708 | 0 | -11,708 | $551,330 | $0 | -$551,330 | 2025-07-29 |
|---|
| Q2 2025 | FLTR
VANECK ETF TRUST | | IG FLOATING RATE | 9,581 | 0 | -9,581 | $244,795 | $0 | -$244,795 | 2025-07-29 |
|---|
| Q2 2025 | FIXD
FIRST TR EXCHNG TRADED FD VI | | TCW OPPORTUNIS | 5,492 | 0 | -5,492 | $240,786 | $0 | -$240,786 | 2025-07-29 |
|---|
| Q2 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,827 | 0 | -1,827 | $235,610 | $0 | -$235,610 | 2025-07-29 |
|---|
| Q2 2025 | HYMB
SPDR SER TR | | NUVEEN BLOOMBERG | 9,172 | 0 | -9,172 | $231,318 | $0 | -$231,318 | 2025-07-29 |
|---|
| Q1 2025 | IFRA
ISHARES TR | | US INFRASTRUC | 30,518 | 0 | -30,518 | $1,412,713 | $0 | -$1,412,713 | 2025-05-06 |
|---|
| Q1 2025 | HYLS
FIRST TR EXCHANGE-TRADED FD | | FIRST TR TA HIYL | 14,403 | 0 | -14,403 | $595,307 | $0 | -$595,307 | 2025-05-06 |
|---|
| Q1 2025 | BIDD
BLACKROCK ETF TRUST | | INT DIVIDEND ETF | 16,610 | 0 | -16,610 | $409,769 | $0 | -$409,769 | 2025-05-06 |
|---|
| Q1 2025 | IXC
ISHARES TR | | GLOBAL ENERG ETF | 9,283 | 0 | -9,283 | $354,435 | $0 | -$354,435 | 2025-05-06 |
|---|
| Q1 2025 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 5,798 | 0 | -5,798 | $340,913 | $0 | -$340,913 | 2025-05-06 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 495 | 0 | -495 | $290,110 | $0 | -$290,110 | 2025-05-06 |
|---|
| Q1 2025 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 807 | 0 | -807 | $213,153 | $0 | -$213,153 | 2025-05-06 |
|---|
| Q4 2024 | DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 244,953 | 0 | -244,953 | $12,117,851 | $0 | -$12,117,851 | 2025-01-30 |
|---|
| Q4 2024 | BINC
BLACKROCK ETF TRUST II | | FLEXIBLE INCOME | 86,656 | 0 | -86,656 | $4,638,696 | $0 | -$4,638,696 | 2025-01-30 |
|---|
| Q4 2024 | IUSB
ISHARES TR | | CORE TOTAL USD | 17,923 | 0 | -17,923 | $844,532 | $0 | -$844,532 | 2025-01-30 |
|---|
| Q4 2024 | IGEB
ISHARES TR | | INVESTMENT GRADE | 16,225 | 0 | -16,225 | $753,999 | $0 | -$753,999 | 2025-01-30 |
|---|
| Q4 2024 | ANGL
VANECK ETF TRUST | | FALLEN ANGEL HG | 21,123 | 0 | -21,123 | $621,247 | $0 | -$621,247 | 2025-01-30 |
|---|
| Q4 2024 | SHYM
BLACKROCK ETF TRUST II | | HIGH YLD MUNI IN | 23,895 | 0 | -23,895 | $553,899 | $0 | -$553,899 | 2025-01-30 |
|---|
| Q4 2024 | IEFA
ISHARES TR | | CORE MSCI EAFE | 4,802 | 0 | -4,802 | $374,842 | $0 | -$374,842 | 2025-01-30 |
|---|
| Q4 2024 | IYH
ISHARES TR | | US HLTHCARE ETF | 5,033 | 0 | -5,033 | $327,145 | $0 | -$327,145 | 2025-01-30 |
|---|
| Q3 2024 | HEFA
ISHARES TR | | HDG MSCI EAFE | 54,153 | 0 | -54,153 | $1,925,410 | $0 | -$1,925,410 | 2024-10-24 |
|---|
| Q3 2024 | BKHY
BNY MELLON ETF TRUST | | HIGH YIELD BETA | 15,454 | 0 | -15,454 | $728,964 | $0 | -$728,964 | 2024-10-24 |
|---|
| Q2 2024 | GNMA
ISHARES TR | | GNMA BOND ETF | 8,225 | 0 | -8,225 | $356,883 | $0 | -$356,883 | 2024-07-24 |
|---|
| Q2 2024 | IXJ
ISHARES TR | | GLOB HLTHCRE ETF | 3,701 | 0 | -3,701 | $344,748 | $0 | -$344,748 | 2024-07-24 |
|---|
| Q2 2024 | FTA
FIRST TR LRG CP VL ALPHADEX | | COM SHS | 2,927 | 0 | -2,927 | $223,599 | $0 | -$223,599 | 2024-07-24 |
|---|
| Q1 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 24,166 | 0 | -24,166 | $1,219,658 | $0 | -$1,219,658 | 2024-05-02 |
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