PAG
BDYN

Private Advisor Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Private Advisor 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
Q2 		$998K Buy
35,992
+1,907
+6% +$51.1K ﹤0.01% 1379
2026
Q1 		$829K Buy
34,085
+2,950
+9% +$75.5K ﹤0.01% 1538
2025
Q4 		$797K Sell
31,135
-19,157
-38% -$491K ﹤0.01% 1535
2025
Q3 		$1.27M Buy
+50,292
New +$1.27M 0.01% 1234

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Private Advisor Group's BDYN Position: Q2 2026 in Review

Private Advisor Group increased its iShares Dynamic Equity Active ETF (BDYN) stake by 5.6% in Q2 2026, buying an estimated $51.1K and bringing the position to 35,992 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Private Advisor Group first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Private Advisor Group held 35,992 shares of iShares Dynamic Equity Active ETF worth $998K as of Q2 2026.
  • Private Advisor Group bought 1,907 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $51.1K.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1379 holding.
  • Private Advisor Group first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Advisor Group's iShares Dynamic Equity Active ETF position peaked at $1.27M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.