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

Certus 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
Q3 		$2.1M Buy
39,389
+5,117
+15% +$271K 1.26% 22
2025
Q2 		$1.81M Buy
34,272
+1,061
+3% +$55.3K 1.17% 23
2025
Q1 		$1.73M Sell
33,211
-484
-1% -$25.3K 1.17% 22
2024
Q4 		$1.77M Buy
33,695
+974
+3% +$51.3K 1.18% 20
2024
Q3 		$1.75M Buy
32,721
+2,936
+10% +$155K 1.22% 20
2024
Q2 		$1.55M Buy
29,785
+25,617
+615% +$1.33M 1.18% 21
2024
Q1 		$217K Buy
+4,168
New +$218K 0.17% 49

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Certus Wealth Management's BINC Position: Q3 2025 in Review

Certus Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 15% in Q3 2025, buying an estimated $271K and bringing the position to 39,389 shares worth $2.1M. The position accounts for 1.26% of the portfolio, ranked #22.

Certus Wealth Management first reported a position in BINC in Q1 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold BINC as of Q3 2025.

  • Certus Wealth Management held 39,389 shares of BlackRock Flexible Income ETF worth $2.1M as of Q3 2025.
  • Certus Wealth Management bought 5,117 BlackRock Flexible Income ETF shares in Q3 2025, an estimated $271K.
  • BlackRock Flexible Income ETF made up 1.26% of Certus Wealth Management's portfolio in Q3 2025, its #22 holding.
  • Certus Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.