GSWM
BDYN

Golden State Wealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Golden State Wealth 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 		$12.8K Buy
+460
New +$12.3K ﹤0.01% 1054

Other funds holding BDYN

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
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Golden State Wealth Management's BDYN Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q2 2026: 460 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings.

28 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Golden State Wealth Management held 460 shares of iShares Dynamic Equity Active ETF worth $12.8K as of Q2 2026.
  • iShares Dynamic Equity Active ETF was a new Golden State Wealth Management position in Q2 2026.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1054 holding.
  • 28 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.