Vantage Financial Partners (Wisconsin)’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$573K	Sell	22,356 -808	-3%	-$20.7K	0.12%	108
2025 Q3	$586K	Buy	+23,164	New	+$585K	0.12%	102

Other funds holding BDYN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BDYN Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 3.5% in Q4 2025, selling an estimated $20.7K and leaving 22,356 shares worth $573K. The position accounts for 0.12% of the portfolio, ranked #108.

Vantage Financial Partners (Wisconsin) first reported a position in BDYN in Q3 2025 and has held it in 2 quarters since. The position peaked at $586K in Q3 2025. 107 funds tracked by Wall St. Rank hold BDYN as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 22,356 shares of iShares Dynamic Equity Active ETF worth $573K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 808 iShares Dynamic Equity Active ETF shares in Q4 2025, an estimated $20.7K.
iShares Dynamic Equity Active ETF made up 0.12% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #108 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 2 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares Dynamic Equity Active ETF position peaked at $586K in Q3 2025.
107 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.