Modern Wealth Management’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$207K Buy
+7,450
New +$199K ﹤0.01% 1024
2026
Q1
Sell
-110,670
Closed -$2.83M 960
2025
Q4
$2.83M Buy
+110,670
New +$2.84M 0.05% 251

Other funds holding BDYN

Modern Wealth Management's BDYN Position: Q2 2026 in Review

Modern Wealth Management opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q2 2026: 7,450 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in BDYN as recently as Q4 2025.

Modern Wealth Management first reported a position in BDYN in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.83M in Q4 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Modern Wealth Management held 7,450 shares of iShares Dynamic Equity Active ETF worth $207K as of Q2 2026.
  • iShares Dynamic Equity Active ETF was a new Modern Wealth Management position in Q2 2026.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • Modern Wealth Management first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Modern Wealth Management's iShares Dynamic Equity Active ETF position peaked at $2.83M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.