GRP
BDVL

Global Retirement Partners’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Global Retirement Partners’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$97.8K Buy
+3,764
New +$97.2K ﹤0.01% 2088
2025
Q4 		$4.24K Sell
171
-5,007
-97% -$125K ﹤0.01% 3489
2025
Q3 		$129K Buy
+5,178
New +$129K ﹤0.01% 1392

Other funds holding BDVL

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

Global Retirement Partners's BDVL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 3,764 shares worth $97.8K. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BDVL as recently as Q4 2025.

Global Retirement Partners first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $129K in Q3 2025. 101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

  • Global Retirement Partners held 3,764 shares of iShares Disciplined Volatility Equity Active ETF worth $97.8K as of Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2088 holding.
  • Global Retirement Partners first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's iShares Disciplined Volatility Equity Active ETF position peaked at $129K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.