Private Trust Company’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
$484K Buy
17,447
+8,047
+86% +$215K 0.04% 491
2026
Q1
$229K Buy
9,400
+39
+0.4% +$999 0.02% 717
2025
Q4
$240K Buy
+9,361
New +$240K 0.02% 691

Other funds holding BDYN

Private Trust Company's BDYN Position: Q2 2026 in Review

Private Trust Company increased its iShares Dynamic Equity Active ETF (BDYN) stake by 86% in Q2 2026, buying an estimated $215K and bringing the position to 17,447 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #491.

Private Trust Company first reported a position in BDYN in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Private Trust Company held 17,447 shares of iShares Dynamic Equity Active ETF worth $484K as of Q2 2026.
  • Private Trust Company bought 8,047 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $215K.
  • iShares Dynamic Equity Active ETF made up 0.04% of Private Trust Company's portfolio in Q2 2026, its #491 holding.
  • Private Trust Company first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.