CWM
BINC icon

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

Congress 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 		$6.97M Buy
131,814
+10,235
+8% +$533K 0.07% 321
2025
Q1 		$6.37M Buy
121,579
+97,055
+396% +$5.08M 0.08% 287
2024
Q4 		$1.28M Buy
24,524
+16,674
+212% +$878K 0.02% 483
2024
Q3 		$420K Buy
+7,850
New +$415K 0.01% 663

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 $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Congress Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 8.4% in Q2 2025, buying an estimated $533K and bringing the position to 131,814 shares worth $6.97M. The position accounts for 0.07% of the portfolio, ranked #321.

Congress Wealth Management first reported a position in BINC in Q3 2024 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

  • Congress Wealth Management held 131,814 shares of BlackRock Flexible Income ETF worth $6.97M as of Q2 2025.
  • Congress Wealth Management bought 10,235 BlackRock Flexible Income ETF shares in Q2 2025, an estimated $533K.
  • BlackRock Flexible Income ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #321 holding.
  • Congress Wealth Management first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 581 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.