Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 2.9M shares of AGG (ISHARES TR), worth $290.4M as of 2025-Q4. The position was increased (++6.7% shares). AGG represents 2.9% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$290.4M
Current Shares
2.9M
Total Value Change
+$58.4M
Total Shares Change
+517,388
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
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 |