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Maxwell Wealth Strategies’s BlackRock Flexible Income ETF BINC Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$420K Buy
8,080
+92
+1% +$4.84K 0.17% 84
2024
Q3 		$420K Buy
7,988
+2,381
+42% +$126K 0.18% 83
2024
Q2 		$293K Buy
5,607
+152
+3% +$7.91K 0.14% 93
2024
Q1 		$284K Buy
+5,455
New +$285K 0.14% 94

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maxwell Wealth Strategies's BINC Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its BlackRock Flexible Income ETF (BINC) stake by 1.2% in Q4 2024, buying an estimated $4.84K and bringing the position to 8,080 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #84.

Maxwell Wealth Strategies first reported a position in BINC in Q1 2024 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Maxwell Wealth Strategies held 8,080 shares of BlackRock Flexible Income ETF worth $420K as of Q4 2024.
  • Maxwell Wealth Strategies bought 92 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $4.84K.
  • BlackRock Flexible Income ETF made up 0.17% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #84 holding.
  • Maxwell Wealth Strategies first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.