AFW
BDYN

Avantra Family Wealth’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Avantra Family Wealth’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 		$275K Hold
9,916
– – 0.18% 151
2026
Q1 		$241K Hold
9,916
– – 0.18% 148
2025
Q4 		$254K Buy
9,916
+212
+2% +$5.43K 0.18% 136
2025
Q3 		$246K Buy
+9,704
New +$245K 0.18% 146

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

Avantra Family Wealth's BDYN Position: Q2 2026 in Review

Avantra Family Wealth held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q2 2026 at 9,916 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #151.

Avantra Family Wealth 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.

  • Avantra Family Wealth held 9,916 shares of iShares Dynamic Equity Active ETF worth $275K as of Q2 2026.
  • Avantra Family Wealth left its iShares Dynamic Equity Active ETF share count unchanged in Q2 2026.
  • iShares Dynamic Equity Active ETF made up 0.18% of Avantra Family Wealth's portfolio in Q2 2026, its #151 holding.
  • Avantra Family Wealth 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 Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.