Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 445,174 shares of MUB (ISHARES TR), worth $47.7M as of 2025-Q4. The position was increased (++17.8% shares). MUB represents 0.5% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$47.7M
Current Shares
445,174
Total Value Change
+$28.1M
Total Shares Change
+261,533
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
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 |