Position history for Dynasty Wealth Management, LLC's holdings in ISHARES TR
Dynasty Wealth Management, LLC holds 650,096 shares of STIP (ISHARES TR), worth $67.2M as of 2026-Q1. The position was decreased (-40.6% shares). STIP represents 0.6% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$67.2M
Current Shares
650,096
Total Value Change
+$25M
Total Shares Change
+225,979
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
Decreased |
| 650,096 |
-40.6% |
| $67.2M |
| 0.6% |
| $103.26 |
0 |
| 2025-Q4 | 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 |