WFS
BDYN

WealthGarden F.S.’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

WealthGarden F.S.’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 		$3.04M Sell
109,650
-54,392
-33% -$1.46M 1.72% 9
2026
Q1 		$3.99M Buy
164,042
+9,807
+6% +$251K 2.72% 3
2025
Q4 		$4.04M Buy
154,235
+6,118
+4% +$157K 2.66% 5
2025
Q3 		$3.8M Buy
+148,117
New +$3.74M 2.71% 6

Other funds holding BDYN

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
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WealthGarden F.S.'s BDYN Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 33% in Q2 2026, selling an estimated $1.46M and leaving 109,650 shares worth $3.04M. The position accounts for 1.72% of the portfolio, ranked #9.

WealthGarden F.S. first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.04M in Q4 2025. 45 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • WealthGarden F.S. held 109,650 shares of iShares Dynamic Equity Active ETF worth $3.04M as of Q2 2026.
  • WealthGarden F.S. sold 54,392 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $1.46M.
  • iShares Dynamic Equity Active ETF made up 1.72% of WealthGarden F.S.'s portfolio in Q2 2026, its #9 holding.
  • WealthGarden F.S. first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • WealthGarden F.S.'s iShares Dynamic Equity Active ETF position peaked at $4.04M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.