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

Keystone Global 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
2026
Q3 		$15.9M Sell
572,234
-114,574
-17% -$3.2M 5.72% 6
2026
Q2 		$19.1M Sell
686,808
-26,790
-4% -$717K 7.2% 3
2026
Q1 		$17.3M Sell
713,598
-30,800
-4% -$789K 7.7% 2
2025
Q4 		$19.1M Sell
744,398
-449
-0.1% -$11.5K 8.39% 2
2025
Q3 		$18.9M Buy
+744,847
New +$18.8M 9.6% 1

Other funds holding BDYN

ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Keystone Global Partners's BDYN Position: Q3 2026 in Review

Keystone Global Partners reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 17% in Q3 2026, selling an estimated $3.2M and leaving 572,234 shares worth $15.9M. The position accounts for 5.72% of the portfolio, ranked #6.

Keystone Global Partners first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.1M in Q4 2025. 9 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Keystone Global Partners held 572,234 shares of iShares Dynamic Equity Active ETF worth $15.9M as of Q3 2026.
  • Keystone Global Partners sold 114,574 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $3.2M.
  • iShares Dynamic Equity Active ETF made up 5.72% of Keystone Global Partners's portfolio in Q3 2026, its #6 holding.
  • Keystone Global Partners first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
  • Keystone Global Partners's iShares Dynamic Equity Active ETF position peaked at $19.1M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.