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TIPTIP
Showing 8 of 14 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES TIPS BOND ETF

Dynasty Wealth Management, LLC holds 503,950 shares of TIP (ISHARES TIPS BOND ETF), worth $55.1M as of 2026-Q2. The position was increased (+3.9% shares). TIP represents 0.4% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$55.1M

Current Shares

503,950

Total Value Change

+$55.1M

Total Shares Change

+503,950

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
503,950
+3.9%
$55.1M0.4%$108.37
37
2026-Q1
Increased
485,165
+4.5%
$53.5M0.5%$107.49
37
2025-Q4
Increased
464,304
+5.5%
$51M0.5%$107.06
44
2025-Q3
Increased
440,105
+7.9%
$48.9M0.7%$107.14
45
2025-Q2
Decreased
407,796
-1.1%
$44.9M0.8%$104.99
0
2025-Q1
Increased
412,277
+3.5%
$45.8M0.8%$104.54
43
2024-Q4
New
398,524
-
$42.5M0.7%$100.27
57
2024-Q3
Exited
0
-100.0%
$00.0%$103.43
0

Other major holders of TIP: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock Finance, Inc.

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