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Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TR

Dynasty Wealth Management, LLC holds 664,407 shares of STIP (ISHARES TR), worth $67.9M as of 2026-Q2. The position was increased (+2.2% shares). STIP represents 0.5% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$67.9M

Current Shares

664,407

Total Value Change

+$67.9M

Total Shares Change

+664,407

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
664,407
+2.2%
$67.9M0.5%$100.46
43
2026-Q1
Decreased
650,096
-40.6%
$67.2M0.6%$99.83
0
2025-Q4
Increased
1.1M
+6.4%
$112M1.1%$98.83
50
2025-Q3
Increased
1M
+10.4%
$106.3M1.4%$98.47
52
2025-Q2
Decreased
931,850
-1.5%
$95.9M1.6%$96.96
0
2025-Q1
Increased
946,182
+115.2%
$97.9M1.6%$96.00
76
2024-Q4
New
439,747
-
$44.2M0.8%$93.21
57
2024-Q3
Exited
0
-100.0%
$00.0%$93.29
0

Other major holders of STIP: BlackRock, Inc.

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