Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.5M shares of MBB (ISHARES TR), worth $138.7M as of 2025-Q4. The position was decreased (-11.7% shares). MBB represents 1.4% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$138.7M
Current Shares
1.5M
Total Value Change
-$39.4M
Total Shares Change
-483,000
Other major holders of MBB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 1.5M |
-11.7% |
| $138.7M |
| 1.4% |
| $95.12 |
0 |
| 2025-Q3 | Increased | 1.6M | +10.8% | $156.9M | 2.1% | $93.51 | 58 |
| 2025-Q2 | Decreased | 1.5M | -2.1% | $139.7M | 2.4% | $90.91 | 0 |
| 2025-Q1 | Decreased | 1.5M | -22.9% | $142.5M | 2.4% | $90.08 | 0 |
| 2024-Q4 | Decreased | 2M | -17.9% | $180.6M | 3.1% | $87.63 | 0 |
| 2024-Q3 | Increased | 2.4M | +23.6% | $187.2M | 5.7% | $90.68 | 72 |
| 2024-Q2 | Increased | 1.9M | +13.4% | $178.1M | 5.3% | $85.68 | 67 |