Dynamic Advisor Solutions
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
Q3 		$4.47M Sell
204,429
-9,668
-5% -$217K 0.13% 169
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Dynamic Advisor Solutions's GOVT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Treasury Bond ETF (GOVT) stake by 4.5% in Q3 2026, selling an estimated $217K and leaving 204,429 shares worth $4.47M. The position accounts for 0.13% of the portfolio, ranked #169.

Dynamic Advisor Solutions first reported a position in GOVT in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.94M in Q1 2026. 190 funds tracked by Wall St. Rank hold GOVT as of Q3 2026.

  • Dynamic Advisor Solutions held 204,429 shares of iShares US Treasury Bond ETF worth $4.47M as of Q3 2026.
  • Dynamic Advisor Solutions sold 9,668 iShares US Treasury Bond ETF shares in Q3 2026, an estimated $217K.
  • iShares US Treasury Bond ETF made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 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 23 quarters since.
  • Dynamic Advisor Solutions's iShares US Treasury Bond ETF position peaked at $4.94M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.