SEIA
BDYN

Signature Estate & Investment Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Signature Estate & 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
Q2 		$1.53M Buy
55,179
+5,034
+10% +$135K 0.03% 205
2026
Q1 		$1.22M Buy
50,145
+3,997
+9% +$102K 0.02% 241
2025
Q4 		$1.18M Buy
46,148
+2,489
+6% +$63.8K 0.02% 235
2025
Q3 		$1.11M Buy
+43,659
New +$1.1M 0.02% 233

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
BBWP
Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania $351M AUM 19.02% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Signature Estate & Investment Advisors's BDYN Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 10% in Q2 2026, buying an estimated $135K and bringing the position to 55,179 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #205.

Signature Estate & Investment Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Signature Estate & Investment Advisors held 55,179 shares of iShares Dynamic Equity Active ETF worth $1.53M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 5,034 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $135K.
  • iShares Dynamic Equity Active ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.