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

Litman Gregory 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
2024
Q2 		– Sell
-7,385
Closed -$387K – 134
2024
Q1 		$387K Buy
+7,385
New +$386K 0.04% 101

Other funds holding BINC

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Litman Gregory Wealth Management's BINC Position: Q2 2024 in Review

Litman Gregory Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q2 2024, closing a stake of 7,385 shares — an estimated $387K sold.

Litman Gregory Wealth Management first reported a position in BINC in Q1 2024 and held it in 1 quarter. The position peaked at $387K in Q1 2024. 366 funds tracked by Wall St. Rank hold BINC as of Q2 2024.

  • Litman Gregory Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q2 2024 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 7,385 BlackRock Flexible Income ETF shares in Q2 2024, an estimated $387K.
  • Litman Gregory Wealth Management first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 1 quarter.
  • Litman Gregory Wealth Management's BlackRock Flexible Income ETF position peaked at $387K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.