Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Dynamic Advisor Solutions’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.73M Buy
27,127
+7,452
+38% +$749K 0.08% 256
2026
Q2 		$1.98M Buy
19,675
+15,471
+368% +$1.56M 0.06% 338
2026
Q1 		$423K Buy
4,204
+1,495
+55% +$150K 0.01% 691
2025
Q4 		$272K Sell
2,709
-1,029
-28% -$103K 0.01% 807
2025
Q3 		$376K Sell
3,738
-966
-21% -$97.1K 0.01% 705
2025
Q2 		$474K Sell
4,704
-1,092
-19% -$110K 0.01% 621
2025
Q1 		$583K Buy
5,796
+842
+17% +$84.6K 0.02% 547
2024
Q4 		$497K Sell
4,954
-994
-17% -$100K 0.02% 434
2024
Q3 		$599K Sell
5,948
-955
-14% -$96K 0.02% 574
2024
Q2 		$695K Sell
6,903
-231
-3% -$23.2K 0.02% 542
2024
Q1 		$718K Sell
7,134
-4,895
-41% -$492K 0.02% 509
2023
Q4 		$1.21M Sell
12,029
-6,844
-36% -$687K 0.05% 374
2023
Q3 		$1.9M Buy
18,873
+6,614
+54% +$664K 0.09% 241
2023
Q2 		$1.23M Sell
12,259
-818
-6% -$82.1K 0.06% 295
2023
Q1 		$1.32M Buy
+13,077
New +$1.31M 0.08% 275

Other funds holding SGOV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 38% in Q3 2026, buying an estimated $749K and bringing the position to 27,127 shares worth $2.73M. The position accounts for 0.08% of the portfolio, ranked #256.

Dynamic Advisor Solutions first reported a position in SGOV in Q1 2023 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold SGOV as of Q3 2026.

  • Dynamic Advisor Solutions held 27,127 shares of iShares 0-3 Month Treasury Bond ETF worth $2.73M as of Q3 2026.
  • Dynamic Advisor Solutions bought 7,452 iShares 0-3 Month Treasury Bond ETF shares in Q3 2026, an estimated $749K.
  • iShares 0-3 Month Treasury Bond ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #256 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q3 2026.

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