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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Claro Advisors's BDYN Position: Q2 2026 in Review

Claro Advisors reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 5.4% in Q2 2026, selling an estimated $90.8K and leaving 59,745 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #99.

Claro Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81M in Q3 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

Claro Advisors held 59,745 shares of iShares Dynamic Equity Active ETF worth $1.66M as of Q2 2026.
Claro Advisors sold 3,390 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $90.8K.
iShares Dynamic Equity Active ETF made up 0.17% of Claro Advisors's portfolio in Q2 2026, its #99 holding.
Claro Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Claro Advisors's iShares Dynamic Equity Active ETF position peaked at $1.81M in Q3 2025.
124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.