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
Other major holders of MBB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.8M |
+20.8% |
| $167.1M |
| 1.5% |
| $95.98 |
57 |
| 2025-Q4 | 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 |