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

NewEdge 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	$24.2K	Hold	871	–	–	﹤0.01%	3359
2026 Q2	$24.2K	Hold	871	–	–	﹤0.01%	3305
2026 Q1	$21.2K	Hold	871	–	–	﹤0.01%	3176
2025 Q4	$22.3K	Hold	871	–	–	﹤0.01%	3223
2025 Q3	$22K	Buy	+871	New	+$22K	﹤0.01%	3093

Other funds holding BDYN

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

NewEdge Advisors's BDYN Position: Q3 2026 in Review

NewEdge Advisors held its iShares Dynamic Equity Active ETF (BDYN) position steady in Q3 2026 at 871 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

NewEdge Advisors first reported a position in BDYN in Q3 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

NewEdge Advisors held 871 shares of iShares Dynamic Equity Active ETF worth $24.2K as of Q3 2026.
NewEdge Advisors left its iShares Dynamic Equity Active ETF share count unchanged in Q3 2026.
iShares Dynamic Equity Active ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #3359 holding.
NewEdge Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.