Back to Dynasty Wealth Management, LLC

AGG
Showing 8 of 9 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.7M
-5.8%
$272M2.4%$100.57
0
2025-Q4
Increased
2.9M
+6.7%
$290.4M2.9%$99.80
57
2025-Q3
Increased
2.7M
+10.5%
$273.2M3.6%$98.64
63
2025-Q2
Decreased
2.5M
-1.0%
$244.7M4.2%$96.25
0
2025-Q1
Decreased
2.5M
-15.5%
$246.4M4.1%$95.24
0
2024-Q4
Decreased
2.9M
-0.8%
$285.7M4.9%$92.99
0
2024-Q3
Increased
3M
+24.3%
$300.6M9.1%$96.07
73
2024-Q2
Increased
2.4M
+12.2%
$232M6.8%$91.03
67

Other major holders of AGG: JONES FINANCIAL COMPANIES LLLP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used