Principal Securities
BDYN icon

Principal Securities’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Principal Securities’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 		$593K Buy
+21,312
New +$595K 0.01% 1005
2025
Q4 		– Sell
-3,600
Closed -$91.1K – 3737
2025
Q3 		$91.1K Buy
+3,600
New +$90.9K ﹤0.01% 1637

Other funds holding BDYN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Beacon Bridge Wealth Partners
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $354M AUM 10.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Principal Securities's BDYN Position: Q3 2026 in Review

Principal Securities opened a new position in iShares Dynamic Equity Active ETF (BDYN) in Q3 2026: 21,312 shares worth $593K. The stake represents 0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Principal Securities previously reported a position in BDYN as recently as Q3 2025.

Principal Securities first reported a position in BDYN in Q3 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold BDYN as of Q3 2026.

  • Principal Securities held 21,312 shares of iShares Dynamic Equity Active ETF worth $593K as of Q3 2026.
  • iShares Dynamic Equity Active ETF was a new Principal Securities position in Q3 2026.
  • iShares Dynamic Equity Active ETF made up 0.01% of Principal Securities's portfolio in Q3 2026, its #1005 holding.
  • Principal Securities first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.