Claro Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Claro Advisors’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 Q3	$1.68M	Buy	60,193 +448	+0.7%	+$12.5K	0.16%	110
2026 Q2	$1.66M	Sell	59,745 -3,390	-5%	-$90.8K	0.17%	99
2026 Q1	$1.53M	Buy	63,135 +1,032	+2%	+$26.4K	0.18%	97
2025 Q4	$1.59M	Sell	62,103 -9,396	-13%	-$241K	0.22%	90
2025 Q3	$1.81M	Buy	+71,499	New	+$1.8M	0.26%	80

Other funds holding BDYN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Claro Advisors's BDYN Position: Q3 2026 in Review

Claro Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 0.75% in Q3 2026, buying an estimated $12.5K and bringing the position to 60,193 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #110.

Claro Advisors first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q3 2025. 102 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

Claro Advisors held 60,193 shares of iShares Dynamic Equity Active ETF worth $1.68M as of Q3 2026.
Claro Advisors bought 448 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $12.5K.
iShares Dynamic Equity Active ETF made up 0.16% of Claro Advisors's portfolio in Q3 2026, its #110 holding.
Claro Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
Claro Advisors's iShares Dynamic Equity Active ETF position peaked at $1.81M in Q3 2025.
102 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.