FFO
BDYN

Fiduciary Family Office’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Fiduciary Family Office’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 		$247K Sell
8,903
-6,696
-43% -$179K 0.06% 161
2026
Q1 		$379K Buy
15,599
+221
+1% +$5.66K 0.11% 131
2025
Q4 		$394K Buy
15,378
+142
+0.9% +$3.64K 0.11% 124
2025
Q3 		$386K Buy
+15,236
New +$385K 0.11% 135

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return

Fiduciary Family Office's BDYN Position: Q2 2026 in Review

Fiduciary Family Office reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 43% in Q2 2026, selling an estimated $179K and leaving 8,903 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #161.

Fiduciary Family Office first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 75 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Fiduciary Family Office held 8,903 shares of iShares Dynamic Equity Active ETF worth $247K as of Q2 2026.
  • Fiduciary Family Office sold 6,696 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $179K.
  • iShares Dynamic Equity Active ETF made up 0.06% of Fiduciary Family Office's portfolio in Q2 2026, its #161 holding.
  • Fiduciary Family Office first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Family Office's iShares Dynamic Equity Active ETF position peaked at $394K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.