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

Centricity 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
2025 Q2	$1.91M	Buy	+36,199	New	+$1.89M	1.53%	18

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centricity Wealth Management's BINC Position: Q2 2025 in Review

Centricity Wealth Management opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2025: 36,199 shares worth $1.91M. The stake represents 1.53% of the portfolio and ranks #18 among its holdings.

581 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

Centricity Wealth Management held 36,199 shares of BlackRock Flexible Income ETF worth $1.91M as of Q2 2025.
BlackRock Flexible Income ETF was a new Centricity Wealth Management position in Q2 2025.
BlackRock Flexible Income ETF made up 1.53% of Centricity Wealth Management's portfolio in Q2 2025, its #18 holding.
581 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.