AIA
BINC icon

Alera Investment Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Alera Investment Advisors’s Portfolio BINC Stock Details BINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.56M Buy
159,932
+26,150
+20% +$1.38M 1.01% 26
2024
Q2 		$6.98M Buy
+133,782
New +$6.96M 0.84% 27

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alera Investment Advisors's BINC Position: Q3 2024 in Review

Alera Investment Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 20% in Q3 2024, buying an estimated $1.38M and bringing the position to 159,932 shares worth $8.56M. The position accounts for 1.01% of the portfolio, ranked #26.

Alera Investment Advisors first reported a position in BINC in Q2 2024 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold BINC as of Q3 2024.

  • Alera Investment Advisors held 159,932 shares of BlackRock Flexible Income ETF worth $8.56M as of Q3 2024.
  • Alera Investment Advisors bought 26,150 BlackRock Flexible Income ETF shares in Q3 2024, an estimated $1.38M.
  • BlackRock Flexible Income ETF made up 1.01% of Alera Investment Advisors's portfolio in Q3 2024, its #26 holding.
  • Alera Investment Advisors first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.