DAS
SGOV icon

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
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% -$99.8K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 368% in Q2 2026, buying an estimated $1.56M and bringing the position to 19,675 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #338.

Dynamic Advisor Solutions first reported a position in SGOV in Q1 2023 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Dynamic Advisor Solutions held 19,675 shares of iShares 0-3 Month Treasury Bond ETF worth $1.98M as of Q2 2026.
  • Dynamic Advisor Solutions bought 15,471 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $1.56M.
  • iShares 0-3 Month Treasury Bond ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #338 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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