DAS
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
NWP
NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 3.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 7,092 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #544.

Dynamic Advisor Solutions first reported a position in SHV in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.07M in Q4 2022. 123 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Dynamic Advisor Solutions held 7,092 shares of iShares 0-1 Year Treasury Bond ETF worth $783K as of Q2 2026.
  • Dynamic Advisor Solutions bought 250 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #544 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's iShares 0-1 Year Treasury Bond ETF position peaked at $9.07M in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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