KWM
BINC icon

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

Keebeck 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
2026
Q1 		$1.48M Buy
28,466
+16,768
+143% +$884K 0.17% 127
2025
Q4 		$617K Buy
11,698
+1,175
+11% +$62.4K 0.07% 193
2025
Q3 		$560K Buy
10,523
+1,234
+13% +$65.3K 0.07% 196
2025
Q2 		$491K Sell
9,289
-14,396
-61% -$750K 0.06% 204
2025
Q1 		$1.24M Buy
23,685
+7,358
+45% +$385K 0.18% 118
2024
Q4 		$849K Buy
16,327
+912
+6% +$48K 0.12% 138
2024
Q3 		$825K Buy
15,415
+6,623
+75% +$350K 0.12% 138
2024
Q2 		$459K Buy
8,792
+894
+11% +$46.5K 0.07% 181
2024
Q1 		$414K Buy
+7,898
New +$413K 0.06% 201

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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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 $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return