WBH Advisory’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.5M Buy
1,062,444
+10,198
+1% +$273K 1.98% 8
2026
Q1
$25.9M Buy
1,052,246
+42,928
+4% +$1.1M 1.94% 8
2025
Q4
$25.8M Sell
1,009,318
-29,189
-3% -$748K 1.91% 10
2025
Q3
$26.3M Buy
+1,038,507
New +$26.2M 2.01% 8

Other funds holding BDYN

WBH Advisory's BDYN Position: Q2 2026 in Review

WBH Advisory increased its iShares Dynamic Equity Active ETF (BDYN) stake by 0.97% in Q2 2026, buying an estimated $273K and bringing the position to 1,062,444 shares worth $29.5M. The position accounts for 1.98% of the portfolio, ranked #8.

WBH Advisory 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.

  • WBH Advisory held 1,062,444 shares of iShares Dynamic Equity Active ETF worth $29.5M as of Q2 2026.
  • WBH Advisory bought 10,198 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $273K.
  • iShares Dynamic Equity Active ETF made up 1.98% of WBH Advisory's portfolio in Q2 2026, its #8 holding.
  • WBH Advisory 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.