MWM
BINC icon

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

MGB 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
2025
Q4 		$797K Buy
15,100
+600
+4% +$31.8K 0.23% 92
2025
Q3 		$772K Buy
14,500
+5,500
+61% +$291K 0.22% 97
2025
Q2 		$476K Buy
+9,000
New +$469K 0.16% 126

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 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 $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGB Wealth Management's BINC Position: Q4 2025 in Review

MGB Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 4.1% in Q4 2025, buying an estimated $31.8K and bringing the position to 15,100 shares worth $797K. The position accounts for 0.23% of the portfolio, ranked #92.

MGB Wealth Management first reported a position in BINC in Q2 2025 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold BINC as of Q4 2025.

  • MGB Wealth Management held 15,100 shares of BlackRock Flexible Income ETF worth $797K as of Q4 2025.
  • MGB Wealth Management bought 600 BlackRock Flexible Income ETF shares in Q4 2025, an estimated $31.8K.
  • BlackRock Flexible Income ETF made up 0.23% of MGB Wealth Management's portfolio in Q4 2025, its #92 holding.
  • MGB Wealth Management first reported a position in BlackRock Flexible Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 737 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.