Legacy Edge Advisors
BDYN icon

Legacy Edge Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Legacy Edge Advisors’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 		$718K Buy
25,794
+3
+0% +$84 0.06% 122
2026
Q2 		$715K Sell
25,791
-1,351
-5% -$36.2K 0.07% 115
2026
Q1 		$660K Buy
27,142
+1,741
+7% +$44.6K 0.07% 113
2025
Q4 		$651K Sell
25,401
-3,305
-12% -$84.7K 0.07% 112
2025
Q3 		$727K Buy
+28,706
New +$725K 0.09% 105

Other funds holding BDYN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
Keystone Global Partners
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Beacon Bridge Wealth Partners
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $354M AUM 10.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Legacy Edge Advisors's BDYN Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 0.01% in Q3 2026, buying an estimated $84 and bringing the position to 25,794 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #122.

Legacy Edge Advisors first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. The position peaked at $727K in Q3 2025. 81 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Legacy Edge Advisors held 25,794 shares of iShares Dynamic Equity Active ETF worth $718K as of Q3 2026.
  • Legacy Edge Advisors bought 3 iShares Dynamic Equity Active ETF shares in Q3 2026, an estimated $84.
  • iShares Dynamic Equity Active ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q3 2026, its #122 holding.
  • Legacy Edge Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
  • Legacy Edge Advisors's iShares Dynamic Equity Active ETF position peaked at $727K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.