Shorehaven Wealth Partners: Significant ETF Purchases and Sales Observed in Q2 2026 Portfolio Changes

Shorehaven Wealth Partners, Llc has recently released data detailing changes to its portfolio holdings for the quarter ending June 30, 2026. This filing provides valuable insight into the investment strategy and recent actions taken by this financial institution.

Prominent Purchases Observed

Several transactions caught attention during this period due to their significant size or percentage change:

• ISHARES TR (GOVT): This holding experienced a massive increase of 145.77% in its position, adding 161,046 shares.
• GRAYSCALE BITCOIN MINI TR ET (BTC): The investor significantly boosted their allocation to Bitcoin-related trusts by increasing the holding by 64.82%, equivalent to approximately 57,306 additional shares.
• BALI, which refers to BLACKROCK ETF TRUST (BALI), saw a substantial increase of 73.88% in its position during this quarter.
• The holding for BNY MELLON ETF TRUST (BKHY) also showed significant buying activity, increasing by 71.42%.
• SPDR SERIES TRUST (TFI), despite being a relatively small position (TFI) at just 0.52% of the portfolio, experienced an extraordinary increase of 353.0%, indicating a very recent and substantial purchase.

Furthermore, other notable additions or increases were observed:

• DYNF, representing BLACKROCK ETF TRUST (DYNF), increased by 19.03% in its position during the quarter.
• The holding for AMERICAN CENTY ETF TR (AVLV) grew by a moderate 6.42%, adding approximately 22,500 shares.

Significant Sales Observed

In contrast to the buying activity, Shorehaven Wealth Partners also divested substantial portions of certain holdings during this period:

• ISHARES TR (TLT), which is part of the Treasury bond ETF complex, was sold significantly. The position decreased by a large margin (-75.7%), resulting in an approximate reduction of 79,000 shares.
• The holding for ISHAES TR (QUAL) also saw heavy selling pressure, with its position decreasing by -75.59% during the quarter.
• ISHARES TR (QLTA), another Treasury-related ETF, was reduced by a considerable amount (-60.1%), equivalent to approximately 26,800 shares less in this position.

The investor also disposed of other assets:

• ISHARES TR (IVW): While not a "significant sell" according to the strictest definition provided (-22.24% change), this holding saw an absolute reduction in shares, indicating divestment.

Overall Portfolio Changes and Context

The portfolio filing indicates that Shorehaven Wealth Partners has been actively managing its assets during the quarter ending June 30, 2026. The total number of holdings decreased slightly from prior periods (position change count: 84), suggesting a more concentrated approach or consolidation.

It's worth noting that while large purchases were observed (Shorehaven Wealth Partners' holdings data shows they have a position change count of 84 and top5 weight percentage stands at 38.94%, indicating that the portfolio is diversified across many assets.

The investor's website (Shorehaven Wealth Partners) provides further details on their investment strategies and performance, which may offer additional context for these specific transactions.

For more detailed information regarding the holdings discussed in this article or to explore other aspects of Shorehaven's portfolio activity, please refer directly to the official filing data provided by InsiderSet.