Milestone Asset Management Group
BDYN icon

Milestone Asset Management Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Milestone Asset Management Group’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 		$1.14M Hold
40,904
– – 0.53% 45
2026
Q2 		$1.13M Sell
40,904
-685
-2% -$18.3K 0.57% 46
2026
Q1 		$1.01M Hold
41,589
– – 0.59% 44
2025
Q4 		$1.07M Sell
41,589
-2,182
-5% -$55.9K 0.6% 47
2025
Q3 		$1.11M Buy
+43,771
New +$1.1M 0.7% 40

Other funds holding BDYN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Frisch Financial Group
Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
PC
Payne Capital Lake Oswego, Oregon $123M AUM 15.24% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Milestone Asset Management Group's BDYN Position: Q3 2026 in Review

Milestone Asset Management Group held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q3 2026 at 40,904 shares worth $1.14M. The position accounts for 0.53% of the portfolio, ranked #45.

Milestone Asset Management Group first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Milestone Asset Management Group held 40,904 shares of iShares Dynamic Equity Active ETF worth $1.14M as of Q3 2026.
  • Milestone Asset Management Group left its iShares Dynamic Equity Active ETF share count unchanged in Q3 2026.
  • iShares Dynamic Equity Active ETF made up 0.53% of Milestone Asset Management Group's portfolio in Q3 2026, its #45 holding.
  • Milestone Asset Management Group first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.