LGT Financial Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

LGT Financial 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	-7,111	Closed	-$379K	–	271
2025 Q3	$379K	Sell	7,111 -861	-11%	-$45.6K	0.82%	28
2025 Q2	$421K	Buy	7,972 +470	+6%	+$24.5K	1.07%	23
2025 Q1	$393K	Sell	7,502 -75	-1%	-$3.93K	1.2%	21
2024 Q4	$394K	Sell	7,577 -76	-1%	-$4K	0.87%	21
2024 Q3	$410K	Buy	7,653 +1,620	+27%	+$85.7K	1.01%	21
2024 Q2	$315K	Buy	6,033 +1,753	+41%	+$91.2K	0.66%	34
2024 Q1	$225K	Buy	+4,280	New	+$224K	0.26%	83

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGT Financial Advisors's BINC Position: Q4 2025 in Review

LGT Financial Advisors sold out of BlackRock Flexible Income ETF (BINC) in Q4 2025, closing a stake of 7,111 shares — an estimated $379K sold.

LGT Financial Advisors first reported a position in BINC in Q1 2024 and held it in 7 quarters. The position peaked at $421K in Q2 2025. 737 funds tracked by Wall St. Rank hold BINC as of Q4 2025.

LGT Financial Advisors reported no remaining BlackRock Flexible Income ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 7,111 BlackRock Flexible Income ETF shares in Q4 2025, an estimated $379K.
LGT Financial Advisors first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 7 quarters.
LGT Financial Advisors's BlackRock Flexible Income ETF position peaked at $421K in Q2 2025.
737 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.