Commonwealth Equity Services’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Commonwealth Equity Services’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	$2.48M	Sell	89,371 -4,642	-5%	-$124K	﹤0.01%	1926
2026 Q1	$2.29M	Sell	94,013 -142,442	-60%	-$3.65M	﹤0.01%	1897
2025 Q4	$6.06M	Buy	236,455 +10,618	+5%	+$272K	0.01%	1180
2025 Q3	$5.72M	Buy	+225,837	New	+$5.7M	0.01%	1250

Other funds holding BDYN

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

Commonwealth Equity Services's BDYN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 4.9% in Q2 2026, selling an estimated $124K and leaving 89,371 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Commonwealth Equity Services first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.06M in Q4 2025. 38 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

Commonwealth Equity Services held 89,371 shares of iShares Dynamic Equity Active ETF worth $2.48M as of Q2 2026.
Commonwealth Equity Services sold 4,642 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $124K.
iShares Dynamic Equity Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1926 holding.
Commonwealth Equity Services first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's iShares Dynamic Equity Active ETF position peaked at $6.06M in Q4 2025.
38 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.