Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.2M shares of IGSB (ISHARES TR), worth $64M as of 2025-Q4. The position was decreased (-24.7% shares). IGSB represents 0.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$64M
Current Shares
1.2M
Total Value Change
-$8.4M
Total Shares Change
-202,160
Decreased |
| 1.2M |
-24.7% |
| $64M |
| 0.6% |
| $52.73 |
0 |
| 2025-Q3 | Increased | 1.6M | +9.1% | $85.3M | 1.1% | $52.02 | 51 |
| 2025-Q2 | Decreased | 1.5M | -3.0% | $77.8M | 1.3% | $51.14 | 0 |
| 2025-Q1 | Increased | 1.5M | +5.3% | $79.5M | 1.3% | $50.22 | 49 |
| 2024-Q4 | New | 1.4M | - | $74.6M | 1.3% | $49.26 | 68 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $49.52 | 0 |
| 2024-Q2 | Decreased | 1.4M | -37.6% | $72.4M | 2.1% | $47.65 | 0 |