Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 526,425 shares of MUB (ISHARES TR), worth $55.9M as of 2026-Q1. The position was increased (+18.3% shares). MUB represents 0.5% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$55.9M
Current Shares
526,425
Total Value Change
+$36.3M
Total Shares Change
+342,784
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 526,425 |
+18.3% |
| $55.9M |
| 0.5% |
| $107.76 |
41 |
| 2025-Q4 | Increased | 445,174 | +17.8% | $47.7M | 0.5% | $106.82 | 41 |
| 2025-Q3 | Increased | 377,905 | +34.7% | $40.2M | 0.5% | $105.02 | 53 |
| 2025-Q2 | Increased | 280,593 | +2.6% | $29.3M | 0.5% | $102.13 | 35 |
| 2025-Q1 | Decreased | 273,423 | -12.2% | $28.8M | 0.5% | $102.16 | 0 |
| 2024-Q4 | New | 311,510 | - | $33.2M | 0.6% | $102.97 | 56 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $103.97 | 0 |
| 2024-Q2 | Increased | 183,641 | +2.1% | $19.6M | 0.6% | $101.16 | 41 |