Question 1

How many shares of TIP does Dynasty Wealth Management, LLC own?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC holds 485,165 shares of TIP (ISHARES TR).

Question 2

What is Dynasty Wealth Management, LLC's TIP position worth?

Accepted Answer

As of 2026-Q1, Dynasty Wealth Management, LLC's TIP position is worth $53.5M.

Question 3

Is Dynasty Wealth Management, LLC buying or selling TIP?

Accepted Answer

In 2026-Q1, Dynasty Wealth Management, LLC increased their TIP position (+4.5% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy TIP?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in TIP in 2024-Q2. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	485,165	+4.5%	$53.5M	0.5%	$111.50	37
2025-Q4	Increased	464,304	+5.5%	$51M	0.5%	$110.13	44
2025-Q3	Increased	440,105	+7.9%	$48.9M	0.7%	$110.03	45
2025-Q2	Decreased	407,796	-1.1%	$44.9M	0.8%	$107.52	0
2025-Q1	Increased	412,277	+3.5%	$45.8M	0.8%	$106.91	43
2024-Q4	New	398,524	-	$42.5M	0.7%	$103.07	57
2024-Q3	Exited	0	-100.0%	$0	0.0%	$106.25	0
2024-Q2	New	383,424	-	$40.9M	1.2%	$102.03	66

TIP8 quarters

TIP
8 quarters