CPC
BDYN

Cadia Private Client’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Cadia Private Client’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 		– Sell
-11,826
Closed -$287K – 84
2026
Q1 		$287K Sell
11,826
-4,549
-28% -$116K 0.23% 56
2025
Q4 		$419K Buy
+16,375
New +$420K 0.33% 41

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

Cadia Private Client's BDYN Position: Q2 2026 in Review

Cadia Private Client sold out of iShares Dynamic Equity Active ETF (BDYN) in Q2 2026, closing a stake of 11,826 shares — an estimated $287K sold.

Cadia Private Client first reported a position in BDYN in Q4 2025 and held it in 2 quarters. The position peaked at $419K in Q4 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Cadia Private Client reported no remaining iShares Dynamic Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Cadia Private Client sold 11,826 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $287K.
  • Cadia Private Client first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and held it in 2 quarters.
  • Cadia Private Client's iShares Dynamic Equity Active ETF position peaked at $419K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.