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

Kestra Investment 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 Q1	$491K	Buy	+20,196	New	+$517K	0.01%	291

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Kestra Investment Management's BDYN Position: Q1 2026 in Review

Kestra Investment Management opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q1 2026: 20,196 shares worth $491K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings.

116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

Kestra Investment Management held 20,196 shares of iShares Dynamic Equity Active ETF worth $491K as of Q1 2026.
iShares Dynamic Equity Active ETF was a new Kestra Investment Management position in Q1 2026.
iShares Dynamic Equity Active ETF made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #291 holding.
116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.