RIS
BDYN

Richmond Investment Services’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Richmond Investment Services’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 		– Sell
-34,374
Closed -$836K – 269
2026
Q1 		$836K Buy
34,374
+2,342
+7% +$60K 0.14% 106
2025
Q4 		$820K Buy
32,032
+6,403
+25% +$164K 0.14% 95
2025
Q3 		$649K Buy
+25,629
New +$647K 0.12% 116

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

Richmond Investment Services's BDYN Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares Dynamic Equity Active ETF (BDYN) in Q2 2026, closing a stake of 34,374 shares — an estimated $836K sold.

Richmond Investment Services first reported a position in BDYN in Q3 2025 and held it in 3 quarters. The position peaked at $836K in Q1 2026. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares Dynamic Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 34,374 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $836K.
  • Richmond Investment Services first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's iShares Dynamic Equity Active ETF position peaked at $836K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.