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MBB
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Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 1.8M shares of MBB (ISHARES TR), worth $167.1M as of 2026-Q1. The position was increased (+20.8% shares). MBB represents 1.5% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$167.1M

Current Shares

1.8M

Total Value Change

-$11M

Total Shares Change

-179,739

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+20.8%
$167.1M1.5%$95.98
57
2025-Q4
Decreased
1.5M
-11.7%
$138.7M1.4%$95.12
0
2025-Q3
Increased
1.6M
+10.8%
$156.9M2.1%$93.51
58
2025-Q2
Decreased
1.5M
-2.1%
$139.7M2.4%$90.91
0
2025-Q1
Decreased
1.5M
-22.9%
$142.5M2.4%$90.08
0
2024-Q4
Decreased
2M
-17.9%
$180.6M3.1%$87.63
0
2024-Q3
Increased
2.4M
+23.6%
$187.2M5.7%$90.68
72
2024-Q2
Increased
1.9M
+13.4%
$178.1M5.3%$85.68
67

Other major holders of MBB: BANK OF AMERICA CORP /DE/

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