MCWS
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McKinley Carter Wealth Services’s BlackRock Flexible Income ETF BINC Stock Holding History

McKinley Carter Wealth Services’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 		$272K Sell
5,237
-17,472
-77% -$921K 0.02% 266
2025
Q4 		$1.2M Buy
22,709
+1,029
+5% +$54.6K 0.07% 160
2025
Q3 		$1.15M Sell
21,680
-2,394
-10% -$127K 0.06% 162
2025
Q2 		$1.27M Sell
24,074
-7,262
-23% -$378K 0.07% 151
2025
Q1 		$1.64M Sell
31,336
-212,944
-87% -$11.2M 0.1% 126
2024
Q4 		$12.7M Buy
244,280
+21,091
+9% +$1.11M 0.78% 28
2024
Q3 		$11.9M Buy
223,189
+16,192
+8% +$856K 0.72% 28
2024
Q2 		$10.8M Buy
206,997
+13,381
+7% +$697K 0.69% 32
2024
Q1 		$10.2M Buy
+193,616
New +$10.1M 0.68% 33

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