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Newbridge Financial Services Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Newbridge Financial Services Group’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
-10
Closed -$525 – 1105
2024
Q1 		$525 Buy
+10
New +$522 ﹤0.01% 1086

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
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

Newbridge Financial Services Group's BINC Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of BlackRock Flexible Income ETF (BINC) in Q2 2024, closing a stake of 10 shares — an estimated $525 sold.

Newbridge Financial Services Group first reported a position in BINC in Q1 2024 and held it in 1 quarter. The position peaked at $525 in Q1 2024. 366 funds tracked by Wall St. Rank hold BINC as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining BlackRock Flexible Income ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 10 BlackRock Flexible Income ETF shares in Q2 2024, an estimated $525.
  • Newbridge Financial Services Group first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's BlackRock Flexible Income ETF position peaked at $525 in Q1 2024.
  • 366 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.