CA
BDYN

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Claro Advisors's BDYN Position: Q1 2026 in Review

Claro Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 1.7% in Q1 2026, buying an estimated $26.4K and bringing the position to 63,135 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #97.

Claro Advisors first reported a position in BDYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.81M in Q3 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Claro Advisors held 63,135 shares of iShares Dynamic Equity Active ETF worth $1.53M as of Q1 2026.
  • Claro Advisors bought 1,032 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $26.4K.
  • iShares Dynamic Equity Active ETF made up 0.18% of Claro Advisors's portfolio in Q1 2026, its #97 holding.
  • Claro Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Claro Advisors's iShares Dynamic Equity Active ETF position peaked at $1.81M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.