CFD
BDYN icon

Creative Financial Designs’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Creative Financial Designs’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 		$456K Hold
16,436
– – 0.02% 424
2026
Q1 		$400K Buy
+16,436
New +$421K 0.02% 382

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Creative Financial Designs's BDYN Position: Q2 2026 in Review

Creative Financial Designs held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q2 2026 at 16,436 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #424.

Creative Financial Designs first reported a position in BDYN in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Creative Financial Designs held 16,436 shares of iShares Dynamic Equity Active ETF worth $456K as of Q2 2026.
  • Creative Financial Designs left its iShares Dynamic Equity Active ETF share count unchanged in Q2 2026.
  • iShares Dynamic Equity Active ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #424 holding.
  • Creative Financial Designs first reported a position in iShares Dynamic Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.