Dynamic Advisor Solutions
SHV icon

Dynamic Advisor Solutions’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Dynamic Advisor Solutions’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$723K Sell
6,557
-535
-8% -$59K 0.02% 549
2026
Q2 		$783K Buy
7,092
+250
+4% +$27.6K 0.02% 544
2026
Q1 		$755K Sell
6,842
-766
-10% -$84.5K 0.02% 532
2025
Q4 		$838K Sell
7,608
-335
-4% -$36.9K 0.03% 502
2025
Q3 		$878K Sell
7,943
-4,146
-34% -$457K 0.03% 497
2025
Q2 		$1.33M Sell
12,089
-646
-5% -$71.2K 0.04% 381
2025
Q1 		$1.41M Sell
12,735
-43,391
-77% -$4.79M 0.05% 349
2024
Q4 		$6.18M Buy
56,126
+15,757
+39% +$1.74M 0.27% 90
2024
Q3 		$4.47M Buy
40,369
+1,425
+4% +$157K 0.13% 181
2024
Q2 		$4.3M Sell
38,944
-18,469
-32% -$2.04M 0.14% 184
2024
Q1 		$6.35M Sell
57,413
-12,158
-17% -$1.34M 0.21% 123
2023
Q4 		$7.67M Buy
69,571
+78
+0.1% +$8.6K 0.29% 92
2023
Q3 		$7.68M Buy
69,493
+17,935
+35% +$1.98M 0.36% 70
2023
Q2 		$5.69M Sell
51,558
-16,143
-24% -$1.78M 0.3% 93
2023
Q1 		$7.48M Sell
67,701
-14,857
-18% -$1.64M 0.44% 50
2022
Q4 		$9.07M Buy
82,558
+80,288
+3,537% +$8.82M 0.62% 32
2022
Q3 		$250K Buy
+2,270
New +$250K 0.02% 568
2021
Q3 		– Sell
-3,001
Closed -$332K – 804
2021
Q2 		$332K Sell
3,001
-3,479
-54% -$384K 0.03% 521
2021
Q1 		$716K Sell
6,480
-7,625
-54% -$843K 0.07% 304
2020
Q4 		$1.56M Buy
14,105
+2,168
+18% +$240K 0.15% 169
2020
Q3 		$1.32M Buy
11,937
+4,720
+65% +$523K 0.15% 164
2020
Q2 		$799K Buy
7,217
+436
+6% +$48.3K 0.11% 215
2020
Q1 		$753K Sell
6,781
-38,496
-85% -$4.26M 0.14% 185
2019
Q4 		$5M Buy
45,277
+32,999
+269% +$3.65M 0.68% 29
2019
Q3 		$1.36M Sell
12,278
-212
-2% -$23.4K 0.21% 124
2019
Q2 		$1.38M Sell
12,490
-4,652
-27% -$514K 0.22% 116
2019
Q1 		$1.9M Sell
17,142
-13,755
-45% -$1.52M 0.36% 77
2018
Q4 		$3.41M Buy
+30,897
New +$3.41M 0.73% 30

Other funds holding SHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

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

Dynamic Advisor Solutions reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 7.5% in Q3 2026, selling an estimated $59K and leaving 6,557 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #549.

Dynamic Advisor Solutions first reported a position in SHV in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.07M in Q4 2022. 125 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Dynamic Advisor Solutions held 6,557 shares of iShares 0-1 Year Treasury Bond ETF worth $723K as of Q3 2026.
  • Dynamic Advisor Solutions sold 535 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $59K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #549 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $9.07M in Q4 2022.
  • 125 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

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