HWA
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HHM Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

HHM Wealth Advisors’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
Q4 		– Sell
-75
Closed -$3.99K – 849
2025
Q3 		$3.99K Buy
+75
New +$3.97K ﹤0.01% 750

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HHM Wealth Advisors's BINC Position: Q4 2025 in Review

HHM Wealth Advisors sold out of BlackRock Flexible Income ETF (BINC) in Q4 2025, closing a stake of 75 shares — an estimated $3.99K sold.

HHM Wealth Advisors first reported a position in BINC in Q3 2025 and held it in 1 quarter. The position peaked at $3.99K in Q3 2025. 737 funds tracked by Wall St. Rank hold BINC as of Q4 2025.

  • HHM Wealth Advisors reported no remaining BlackRock Flexible Income ETF position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 75 BlackRock Flexible Income ETF shares in Q4 2025, an estimated $3.99K.
  • HHM Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q3 2025 and held it in 1 quarter.
  • HHM Wealth Advisors's BlackRock Flexible Income ETF position peaked at $3.99K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.