RIA
BDYN

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

Regal Investment 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
Q1 		$6.39M Buy
263,044
+16,526
+7% +$423K 0.37% 71
2025
Q4 		$6.31M Buy
246,518
+6,414
+3% +$164K 0.38% 73
2025
Q3 		$6.08M Buy
+240,104
New +$6.06M 0.4% 67

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Regal Investment Advisors's BDYN Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 6.7% in Q1 2026, buying an estimated $423K and bringing the position to 263,044 shares worth $6.39M. The position accounts for 0.37% of the portfolio, ranked #71.

Regal Investment Advisors first reported a position in BDYN in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Regal Investment Advisors held 263,044 shares of iShares Dynamic Equity Active ETF worth $6.39M as of Q1 2026.
  • Regal Investment Advisors bought 16,526 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $423K.
  • iShares Dynamic Equity Active ETF made up 0.37% of Regal Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • Regal Investment Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.