GRP
BDYN

Global Retirement Partners’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Global Retirement Partners’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
2025
Q4 		$129K Sell
5,049
-5,151
-51% -$132K ﹤0.01% 1748
2025
Q3 		$258K Buy
+10,200
New +$257K 0.01% 1051

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
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 $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

Global Retirement Partners's BDYN Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 51% in Q4 2025, selling an estimated $132K and leaving 5,049 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Global Retirement Partners first reported a position in BDYN in Q3 2025 and has held it in 2 quarters since. The position peaked at $258K in Q3 2025. 107 funds tracked by Wall St. Rank hold BDYN as of Q4 2025.

  • Global Retirement Partners held 5,049 shares of iShares Dynamic Equity Active ETF worth $129K as of Q4 2025.
  • Global Retirement Partners sold 5,151 iShares Dynamic Equity Active ETF shares in Q4 2025, an estimated $132K.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1748 holding.
  • Global Retirement Partners first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's iShares Dynamic Equity Active ETF position peaked at $258K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.