Wellington Group
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Wellington Group’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Wellington Group’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 		– Sell
-2,429
Closed -$59K – 397
2026
Q1 		$59K Hold
2,429
– – 0.02% 253
2025
Q4 		$62.2K Buy
+2,429
New +$62.2K 0.02% 234

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Park Avenue Securities
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 19.28% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Wellington Group's BDYN Position: Q2 2026 in Review

Wellington Group sold out of iShares Dynamic Equity Active ETF (BDYN) in Q2 2026, closing a stake of 2,429 shares — an estimated $59K sold.

Wellington Group first reported a position in BDYN in Q4 2025 and held it in 2 quarters. The position peaked at $62.2K in Q4 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Wellington Group reported no remaining iShares Dynamic Equity Active ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 2,429 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $59K.
  • Wellington Group first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's iShares Dynamic Equity Active ETF position peaked at $62.2K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.