Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 1.1M shares of STIP (ISHARES TR), worth $112M as of 2025-Q4. The position was increased (++6.4% shares). STIP represents 1.1% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$112M
Current Shares
1.1M
Total Value Change
+$69.8M
Total Shares Change
+670,138
Other major holders of STIP: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 1.1M |
+6.4% |
| $112M |
| 1.1% |
| $102.44 |
50 |
| 2025-Q3 | Increased | 1M | +10.4% | $106.3M | 1.4% | $102.00 | 52 |
| 2025-Q2 | Decreased | 931,850 | -1.5% | $95.9M | 1.6% | $100.35 | 0 |
| 2025-Q1 | Increased | 946,182 | +115.2% | $97.9M | 1.6% | $99.38 | 76 |
| 2024-Q4 | New | 439,747 | - | $44.2M | 0.8% | $96.50 | 57 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $96.73 | 0 |
| 2024-Q2 | Decreased | 424,117 | -4.7% | $42.2M | 1.2% | $94.30 | 0 |