LWM
BINC icon

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

Liberty 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 		$2.69M Sell
51,750
-1,444
-3% -$76.1K 0.34% 65
2025
Q4 		$2.8M Sell
53,194
-1,666
-3% -$88.4K 0.36% 57
2025
Q3 		$2.92M Buy
54,860
+3,922
+8% +$208K 0.41% 54
2025
Q2 		$2.69M Buy
50,938
+2,256
+5% +$117K 0.42% 51
2025
Q1 		$2.54M Buy
48,682
+5,339
+12% +$280K 0.49% 46
2024
Q4 		$2.24M Buy
43,343
+10,276
+31% +$541K 0.37% 55
2024
Q3 		$1.77M Sell
33,067
-14,395
-30% -$761K 0.3% 57
2024
Q2 		$1.5M Buy
47,462
+19,194
+68% +$999K 0.28% 60
2024
Q1 		$1.48M Buy
+28,268
New +$1.48M 0.29% 57

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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