WAG
BDYN

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

Windsor Advisory 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 		$561K Sell
20,212
-394
-2% -$10.5K 0.41% 38
2026
Q1 		$501K Buy
+20,606
New +$528K 0.42% 34

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAS
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 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Windsor Advisory Group's BDYN Position: Q2 2026 in Review

Windsor Advisory Group reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 1.9% in Q2 2026, selling an estimated $10.5K and leaving 20,212 shares worth $561K. The position accounts for 0.41% of the portfolio, ranked #38.

Windsor Advisory Group first reported a position in BDYN in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Windsor Advisory Group held 20,212 shares of iShares Dynamic Equity Active ETF worth $561K as of Q2 2026.
  • Windsor Advisory Group sold 394 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Dynamic Equity Active ETF made up 0.41% of Windsor Advisory Group's portfolio in Q2 2026, its #38 holding.
  • Windsor Advisory Group first reported a position in iShares Dynamic Equity Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

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