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Morningstar Investment Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-43,492
Closed -$2.33M – 167
2024
Q3 		$2.33M Buy
43,492
+21,713
+100% +$1.15M 0.02% 166
2024
Q2 		$1.14M Buy
21,779
+5,982
+38% +$311K 0.01% 192
2024
Q1 		$829K Buy
+15,797
New +$825K 0.01% 203

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morningstar Investment Services's BINC Position: Q4 2024 in Review

Morningstar Investment Services sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 43,492 shares — an estimated $2.33M sold.

Morningstar Investment Services first reported a position in BINC in Q1 2024 and held it in 3 quarters. The position peaked at $2.33M in Q3 2024. 516 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Morningstar Investment Services reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 43,492 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $2.33M.
  • Morningstar Investment Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 3 quarters.
  • Morningstar Investment Services's BlackRock Flexible Income ETF position peaked at $2.33M in Q3 2024.
  • 516 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.