Question 1

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

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of TLT (ISHARES 20 PLUS YEAR TREASURY BD) before exiting the position in 2026-Q1.

Question 2

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

Accepted Answer

Dynasty Wealth Management, LLC's TLT position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling TLT?

Accepted Answer

In 2026-Q1, Dynasty Wealth Management, LLC exited their TLT position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy TLT?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in TLT in 2024-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$85.03	0
2025-Q4	Decreased	196,999	-77.0%	$17.2M	0.2%	$84.89	0
2025-Q3	Decreased	855,851	-18.7%	$76.5M	1.0%	$85.78	0
2025-Q2	Increased	1.1M	+1.6%	$92.9M	1.6%	$83.75	48
2025-Q1	Increased	1M	+14.5%	$94.3M	1.6%	$85.45	54
2024-Q4	Increased	905,254	+50.7%	$79.1M	1.4%	$81.43	65
2024-Q3	Decreased	600,838	-1.3%	$58.9M	1.8%	$90.20	0

TLTShowing 7 of 9 quarters

TLT
Showing 7 of 9 quarters