SS
BDYN

Sunbelt Securities’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Sunbelt Securities’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 		$881K Buy
36,230
+4,558
+14% +$117K 0.06% 283
2025
Q4 		$811K Buy
31,672
+580
+2% +$14.9K 0.05% 294
2025
Q3 		$787K Buy
+31,092
New +$785K 0.05% 294

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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Sunbelt Securities's BDYN Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Dynamic Equity Active ETF (BDYN) stake by 14% in Q1 2026, buying an estimated $117K and bringing the position to 36,230 shares worth $881K. The position accounts for 0.06% of the portfolio, ranked #283.

Sunbelt Securities 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.

  • Sunbelt Securities held 36,230 shares of iShares Dynamic Equity Active ETF worth $881K as of Q1 2026.
  • Sunbelt Securities bought 4,558 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $117K.
  • iShares Dynamic Equity Active ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #283 holding.
  • Sunbelt Securities 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.