GM
BDYN

GeoWealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

GeoWealth Management’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 		$6.72M Sell
242,188
-23,622
-9% -$632K 0.21% 58
2026
Q1 		$6.46M Buy
265,810
+40,914
+18% +$1.05M 0.23% 54
2025
Q4 		$5.76M Sell
224,896
-25,564
-10% -$655K 0.21% 61
2025
Q3 		$6.34M Buy
+250,460
New +$6.32M 0.23% 58

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
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 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

GeoWealth Management's BDYN Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 8.9% in Q2 2026, selling an estimated $632K and leaving 242,188 shares worth $6.72M. The position accounts for 0.21% of the portfolio, ranked #58.

GeoWealth Management first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • GeoWealth Management held 242,188 shares of iShares Dynamic Equity Active ETF worth $6.72M as of Q2 2026.
  • GeoWealth Management sold 23,622 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $632K.
  • iShares Dynamic Equity Active ETF made up 0.21% of GeoWealth Management's portfolio in Q2 2026, its #58 holding.
  • GeoWealth Management first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.