OneAscent Family Office’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

OneAscent Family Office’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 Q1	$1.75M	Sell	71,831 -4,709	-6%	-$121K	1.22%	17
2025 Q4	$1.96M	Buy	76,540 +1,640	+2%	+$42K	1.33%	17
2025 Q3	$1.9M	Buy	+74,900	New	+$1.89M	1.54%	12

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

OneAscent Family Office's BDYN Position: Q1 2026 in Review

OneAscent Family Office reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 6.2% in Q1 2026, selling an estimated $121K and leaving 71,831 shares worth $1.75M. The position accounts for 1.22% of the portfolio, ranked #17.

OneAscent Family Office first reported a position in BDYN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

OneAscent Family Office held 71,831 shares of iShares Dynamic Equity Active ETF worth $1.75M as of Q1 2026.
OneAscent Family Office sold 4,709 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $121K.
iShares Dynamic Equity Active ETF made up 1.22% of OneAscent Family Office's portfolio in Q1 2026, its #17 holding.
OneAscent Family Office first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
OneAscent Family Office's iShares Dynamic Equity Active ETF position peaked at $1.96M in Q4 2025.
116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.