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Glassman Wealth Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Glassman Wealth Services’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
-210
Closed -$11.2K – 176
2024
Q3 		$11.2K Buy
210
+5
+2% +$264 ﹤0.01% 145
2024
Q2 		$10.7K Sell
205
-1,860
-90% -$96.8K ﹤0.01% 153
2024
Q1 		$108K Buy
2,065
+125
+6% +$6.53K 0.02% 87
2023
Q4 		$101K Buy
+1,940
New +$98.5K 0.01% 297

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

Glassman Wealth Services's BINC Position: Q4 2024 in Review

Glassman Wealth Services sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 210 shares — an estimated $11.2K sold.

Glassman Wealth Services first reported a position in BINC in Q4 2023 and held it in 4 quarters. The position peaked at $108K in Q1 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Glassman Wealth Services reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 210 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $11.2K.
  • Glassman Wealth Services first reported a position in BlackRock Flexible Income ETF in Q4 2023 and held it in 4 quarters.
  • Glassman Wealth Services's BlackRock Flexible Income ETF position peaked at $108K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Glassman Wealth Services's 13F filing for Q4 2024, filed 5 Feb 2025.