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STIP
8 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
650,096
-40.6%
$67.2M0.6%$103.26
0
2025-Q4
Increased
1.1M
+6.4%
$112M1.1%$102.44
50
2025-Q3
Increased
1M
+10.4%
$106.3M1.4%$102.00
52
2025-Q2
Decreased
931,850
-1.5%
$95.9M1.6%$100.35
0
2025-Q1
Increased
946,182
+115.2%
$97.9M1.6%$99.38
76
2024-Q4
New
439,747
-
$44.2M0.8%$96.50
57
2024-Q3
Exited
0
-100.0%
$00.0%$96.73
0
2024-Q2
Decreased
424,117
-4.7%
$42.2M1.2%$94.30
0

Other major holders of STIP: BlackRock, Inc.

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