Vertex Planning Partners’s iShares Dynamic Equity Active ETF BDYN Stock Holding History
Bought
Maintained
Sold
Other funds holding BDYN
PAS
WA
Vertex Planning Partners's BDYN Position: Q2 2026 in Review
Vertex Planning Partners increased its iShares Dynamic Equity Active ETF (BDYN) stake by 2.4% in Q2 2026, buying an estimated $23.4K and bringing the position to 37,501 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #67.
Vertex Planning Partners first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.
- Vertex Planning Partners held 37,501 shares of iShares Dynamic Equity Active ETF worth $1.04M as of Q2 2026.
- Vertex Planning Partners bought 875 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $23.4K.
- iShares Dynamic Equity Active ETF made up 0.15% of Vertex Planning Partners's portfolio in Q2 2026, its #67 holding.
- Vertex Planning Partners first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
- 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.
Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.