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Integrated Wealth Management (Ohio)’s BlackRock Flexible Income ETF BINC Stock Holding History

Integrated Wealth Management (Ohio)’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
2026
Q1 		– Sell
-5,622
Closed -$297K – 96
2025
Q4 		$297K Buy
+5,622
New +$298K 0.33% 75

Other funds holding BINC

Envestnet Asset Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s BINC Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of BlackRock Flexible Income ETF (BINC) in Q1 2026, closing a stake of 5,622 shares — an estimated $297K sold.

Integrated Wealth Management (Ohio) first reported a position in BINC in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 778 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining BlackRock Flexible Income ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 5,622 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $297K.
  • Integrated Wealth Management (Ohio) first reported a position in BlackRock Flexible Income ETF in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s BlackRock Flexible Income ETF position peaked at $297K in Q4 2025.
  • 778 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.