BHWM
BINC icon

Beaird Harris Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Beaird Harris Wealth Management’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
-74
Closed -$3.96K – 501
2024
Q3 		$3.96K Buy
74
+48
+185% +$2.54K ﹤0.01% 392
2024
Q2 		$1.36K Buy
+26
New +$1.35K ﹤0.01% 572

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Beaird Harris Wealth Management's BINC Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 74 shares — an estimated $3.96K sold.

Beaird Harris Wealth Management first reported a position in BINC in Q2 2024 and held it in 2 quarters. The position peaked at $3.96K in Q3 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 74 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $3.96K.
  • Beaird Harris Wealth Management first reported a position in BlackRock Flexible Income ETF in Q2 2024 and held it in 2 quarters.
  • Beaird Harris Wealth Management's BlackRock Flexible Income ETF position peaked at $3.96K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.