Dynamic Advisor Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4M	Buy	261,185 +17,032	+7%	+$1.4M	0.61%	33
2026 Q1	$20.2M	Sell	244,153 -18,106	-7%	-$1.5M	0.64%	32
2025 Q4	$21.7M	Buy	262,259 +5,507	+2%	+$456K	0.7%	27
2025 Q3	$21.3M	Buy	256,752 +19,227	+8%	+$1.59M	0.62%	33
2025 Q2	$19.7M	Sell	237,525 -5,008	-2%	-$413K	0.61%	35
2025 Q1	$20.1M	Buy	242,533 +132,840	+121%	+$10.9M	0.66%	35
2024 Q4	$8.99M	Buy	109,693 +20,824	+23%	+$1.71M	0.39%	61
2024 Q3	$7.39M	Buy	88,869 +15,559	+21%	+$1.28M	0.22%	111
2024 Q2	$5.99M	Buy	73,310 +7,172	+11%	+$584K	0.19%	131
2024 Q1	$5.41M	Sell	66,138 -10,390	-14%	-$850K	0.18%	150
2023 Q4	$6.27M	Sell	76,528 -11,409	-13%	-$927K	0.23%	114
2023 Q3	$7.12M	Sell	87,937 -52,934	-38%	-$4.29M	0.34%	76
2023 Q2	$11.4M	Sell	140,871 -60,365	-30%	-$4.94M	0.59%	30
2023 Q1	$16.5M	Buy	201,236 +72,780	+57%	+$5.93M	0.97%	15
2022 Q4	$10.4M	Buy	128,456 +27,865	+28%	+$2.26M	0.71%	25
2022 Q3	$8.17M	Buy	100,591 +17,194	+21%	+$1.42M	0.62%	30
2022 Q2	$6.9M	Buy	83,397 +34,043	+69%	+$2.82M	0.53%	42
2022 Q1	$4.11M	Buy	49,354 +12,665	+35%	+$1.07M	0.29%	77
2021 Q4	$3.14M	Buy	36,689 +4,680	+15%	+$401K	0.22%	109
2021 Q3	$2.76M	Buy	32,009 +5,964	+23%	+$514K	0.21%	122
2021 Q2	$2.24M	Buy	26,045 +17,049	+190%	+$1.47M	0.18%	134
2021 Q1	$776K	Buy	8,996 +550	+7%	+$47.5K	0.07%	286
2020 Q4	$730K	Buy	8,446 +4,653	+123%	+$402K	0.07%	292
2020 Q3	$328K	Buy	+3,793	New	+$328K	0.04%	404
2019 Q4	–	Sell	-73,314	Closed	-$6.22M	–	603
2019 Q3	$6.22M	Sell	73,314 -17,771	-20%	-$1.51M	0.97%	17
2019 Q2	$7.72M	Sell	91,085 -94,086	-51%	-$7.92M	1.24%	9
2019 Q1	$15.6M	Buy	185,171 +53,372	+40%	+$4.47M	2.94%	2
2018 Q4	$11M	Buy	+131,799	New	+$11M	2.34%	5

Other funds holding SHY