Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 2.7M shares of AGG (ISHARES TR), worth $272M as of 2026-Q1. The position was decreased (-5.8% shares). AGG represents 2.4% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$272M
Current Shares
2.7M
Total Value Change
+$40M
Total Shares Change
+349,877
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 2.7M |
-5.8% |
| $272M |
| 2.4% |
| $100.57 |
0 |
| 2025-Q4 | Increased | 2.9M | +6.7% | $290.4M | 2.9% | $99.80 | 57 |
| 2025-Q3 | Increased | 2.7M | +10.5% | $273.2M | 3.6% | $98.64 | 63 |
| 2025-Q2 | Decreased | 2.5M | -1.0% | $244.7M | 4.2% | $96.25 | 0 |
| 2025-Q1 | Decreased | 2.5M | -15.5% | $246.4M | 4.1% | $95.24 | 0 |
| 2024-Q4 | Decreased | 2.9M | -0.8% | $285.7M | 4.9% | $92.99 | 0 |
| 2024-Q3 | Increased | 3M | +24.3% | $300.6M | 9.1% | $96.07 | 73 |
| 2024-Q2 | Increased | 2.4M | +12.2% | $232M | 6.8% | $91.03 | 67 |