Cornerstone Planning Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Cornerstone Planning Group’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	–	Sell	-1,620	Closed	-$44.7K	–	1848
2026 Q2	$44.7K	Hold	1,620	–	–	0.01%	430
2026 Q1	$43.2K	Sell	1,620 -499	-24%	-$12.8K	0.01%	437
2025 Q4	$56.1K	Hold	2,119	–	–	0.01%	319
2025 Q3	$54.8K	Buy	+2,119	New	+$53.5K	0.01%	319

Other funds holding BDYN

KGP

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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's BDYN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Dynamic Equity Active ETF (BDYN) in Q3 2026, closing a stake of 1,620 shares — an estimated $44.7K sold.

Cornerstone Planning Group first reported a position in BDYN in Q3 2025 and held it in 4 quarters. The position peaked at $56.1K in Q4 2025. 8 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

Cornerstone Planning Group reported no remaining iShares Dynamic Equity Active ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,620 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $44.7K.
Cornerstone Planning Group first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's iShares Dynamic Equity Active ETF position peaked at $56.1K in Q4 2025.
8 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.