CPG
BDYN

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
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

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 $12.8B AUM 19.38% 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 $18.1B AUM 15% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Cornerstone Planning Group's BDYN Position: Q1 2026 in Review

Cornerstone Planning Group reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 24% in Q1 2026, selling an estimated $12.8K and leaving 1,620 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #437.

Cornerstone Planning Group first reported a position in BDYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $56.1K in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Cornerstone Planning Group held 1,620 shares of iShares Dynamic Equity Active ETF worth $43.2K as of Q1 2026.
  • Cornerstone Planning Group sold 499 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $12.8K.
  • iShares Dynamic Equity Active ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #437 holding.
  • Cornerstone Planning Group first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's iShares Dynamic Equity Active ETF position peaked at $56.1K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.