AssetMark Inc
BDYN

AssetMark Inc’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

AssetMark Inc’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
8,167
+1,649
+25% +$44.1K ﹤0.01% 1403
2026
Q1 		$158K Buy
6,518
+3,427
+111% +$87.8K ﹤0.01% 1406
2025
Q4 		$79.2K Buy
3,091
+74
+2% +$1.9K ﹤0.01% 1575
2025
Q3 		$76.4K Buy
+3,017
New +$76.2K ﹤0.01% 1508

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

AssetMark Inc's BDYN Position: Q2 2026 in Review

AssetMark Inc increased its iShares Dynamic Equity Active ETF (BDYN) stake by 25% in Q2 2026, buying an estimated $44.1K and bringing the position to 8,167 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

AssetMark Inc first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • AssetMark Inc held 8,167 shares of iShares Dynamic Equity Active ETF worth $227K as of Q2 2026.
  • AssetMark Inc bought 1,649 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $44.1K.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1403 holding.
  • AssetMark Inc first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.