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GOVT icon

Dynamic Advisor Solutions’s iShares US Treasury Bond ETF GOVT Stock Holding History

Dynamic Advisor Solutions’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.88M Sell
214,097
-1,314
-0.6% -$29.9K 0.14% 169
2026
Q1 		$4.94M Buy
215,411
+12,630
+6% +$291K 0.16% 151
2025
Q4 		$4.67M Buy
202,781
+12,037
+6% +$279K 0.15% 154
2025
Q3 		$4.41M Buy
190,744
+2,213
+1% +$50.7K 0.13% 180
2025
Q2 		$4.33M Buy
188,531
+861
+0.5% +$19.6K 0.13% 181
2025
Q1 		$4.31M Buy
187,670
+13,426
+8% +$304K 0.14% 173
2024
Q4 		$4M Sell
174,244
-2,007
-1% -$45.8K 0.17% 137
2024
Q3 		$4.13M Buy
176,251
+3,876
+2% +$89.7K 0.12% 195
2024
Q2 		$3.89M Buy
172,375
+5,592
+3% +$125K 0.12% 199
2024
Q1 		$3.8M Buy
166,783
+14,635
+10% +$333K 0.13% 198
2023
Q4 		$3.47M Buy
+152,148
New +$3.39M 0.13% 202
2022
Q2 		– Sell
-44,539
Closed -$1.11M – 727
2022
Q1 		$1.11M Buy
44,539
+29,559
+197% +$757K 0.08% 246
2021
Q4 		$400K Sell
14,980
-46,910
-76% -$1.24M 0.03% 489
2021
Q3 		$1.64M Buy
61,890
+39,016
+171% +$1.04M 0.12% 198
2021
Q2 		$608K Sell
22,874
-973
-4% -$25.7K 0.05% 382
2021
Q1 		$625K Buy
23,847
+2,346
+11% +$62.7K 0.06% 330
2020
Q4 		$586K Sell
21,501
-3,135
-13% -$86.5K 0.05% 335
2020
Q3 		$689K Sell
24,636
-9,199
-27% -$258K 0.08% 261
2020
Q2 		$947K Sell
33,835
-2,936
-8% -$82.1K 0.13% 191
2020
Q1 		$1.03M Sell
36,771
-9,354
-20% -$251K 0.19% 151
2019
Q4 		$1.2M Buy
+46,125
New +$1.2M 0.16% 160
2019
Q2 		– Sell
-9,238
Closed -$233K – 538
2019
Q1 		$233K Buy
+9,238
New +$230K 0.04% 347

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Dynamic Advisor Solutions's GOVT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Treasury Bond ETF (GOVT) stake by 0.61% in Q2 2026, selling an estimated $29.9K and leaving 214,097 shares worth $4.88M. The position accounts for 0.14% of the portfolio, ranked #169.

Dynamic Advisor Solutions first reported a position in GOVT in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.94M in Q1 2026. 957 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Dynamic Advisor Solutions held 214,097 shares of iShares US Treasury Bond ETF worth $4.88M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,314 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $29.9K.
  • iShares US Treasury Bond ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #169 holding.
  • Dynamic Advisor Solutions first reported a position in iShares US Treasury Bond ETF in Q1 2019 and has held it in 22 quarters since.
  • Dynamic Advisor Solutions's iShares US Treasury Bond ETF position peaked at $4.94M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.