LFA
BDYN

LGT Financial Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-7,186
Closed -$182K – 398
2025
Q3 		$182K Buy
+7,186
New +$181K 0.39% 50

Other funds holding BDYN

Envestnet Asset Management
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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 $1.49B AUM 20.41% 1-Year Est. Return

LGT Financial Advisors's BDYN Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Dynamic Equity Active ETF (BDYN) in Q4 2025, closing a stake of 7,186 shares — an estimated $182K sold.

LGT Financial Advisors first reported a position in BDYN in Q3 2025 and held it in 1 quarter. The position peaked at $182K in Q3 2025. 107 funds tracked by Wall St. Rank hold BDYN as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Dynamic Equity Active ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 7,186 iShares Dynamic Equity Active ETF shares in Q4 2025, an estimated $182K.
  • LGT Financial Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's iShares Dynamic Equity Active ETF position peaked at $182K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.