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Asset Dedication LLC’s BlackRock Flexible Income ETF BINC Stock Holding History

Asset Dedication LLC’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
Q4 		– Sell
-16
Closed -$857 – 1099
2024
Q3 		$857 Buy
+16
New +$846 ﹤0.01% 1067

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BlackRock
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DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Dedication LLC's BINC Position: Q4 2024 in Review

Asset Dedication LLC sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 16 shares — an estimated $857 sold.

Asset Dedication LLC first reported a position in BINC in Q3 2024 and held it in 1 quarter. The position peaked at $857 in Q3 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Asset Dedication LLC reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 16 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $857.
  • Asset Dedication LLC first reported a position in BlackRock Flexible Income ETF in Q3 2024 and held it in 1 quarter.
  • Asset Dedication LLC's BlackRock Flexible Income ETF position peaked at $857 in Q3 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Asset Dedication LLC's 13F filing for Q4 2024, filed 23 Jan 2025.