Dynamic Advisor Solutions
SHY icon

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

Dynamic Advisor Solutions’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.3M Buy
286,510
+25,325
+10% +$2.07M 0.66% 33
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

RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.7% in Q3 2026, buying an estimated $2.07M and bringing the position to 286,510 shares worth $23.3M. The position accounts for 0.66% of the portfolio, ranked #33.

Dynamic Advisor Solutions first reported a position in SHY in Q4 2018 and has held it in 29 quarters since. 244 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Dynamic Advisor Solutions held 286,510 shares of iShares 1-3 Year Treasury Bond ETF worth $23.3M as of Q3 2026.
  • Dynamic Advisor Solutions bought 25,325 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.07M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.66% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #33 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

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