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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES MBS ETF

Dynasty Wealth Management, LLC holds 1.8M shares of MBB (ISHARES MBS ETF), worth $173.3M as of 2026-Q2. The position was increased (+4.2% shares). MBB represents 1.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$173.3M

Current Shares

1.8M

Total Value Change

-$13.9M

Total Shares Change

-565,345

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+4.2%
$173.3M1.3%$93.84
50
2026-Q1
Increased
1.8M
+20.8%
$167.1M1.5%$93.27
57
2025-Q4
Decreased
1.5M
-11.7%
$138.7M1.4%$92.90
0
2025-Q3
Increased
1.6M
+10.8%
$156.9M2.1%$91.51
58
2025-Q2
Decreased
1.5M
-2.1%
$139.7M2.4%$89.34
0
2025-Q1
Decreased
1.5M
-22.9%
$142.5M2.4%$88.30
0
2024-Q4
Decreased
2M
-17.9%
$180.6M3.1%$85.71
0
2024-Q3
Increased
2.4M
+23.6%
$187.2M5.7%$88.41
72

Other major holders of MBB: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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