Oliver Lagore Vanvalin Investment Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$249K	Buy	+4,750	New	+$247K	0.1%	119
2024 Q4	$254K	Sell	4,886 -70	-1%	-$3.69K	0.07%	109
2024 Q3	$265K	Buy	4,956 +1,453	+41%	+$76.9K	0.07%	106
2024 Q2	$183K	Sell	3,503 -241	-6%	-$12.5K	0.05%	124
2024 Q1	$196K	Buy	+3,744	New	+$196K	0.06%	127

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BINC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2025: 4,750 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BINC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BINC in Q1 2024 and has held it in 5 quarters since. The position peaked at $265K in Q3 2024. 578 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 4,750 shares of BlackRock Flexible Income ETF worth $249K as of Q2 2025.
BlackRock Flexible Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
BlackRock Flexible Income ETF made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #119 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's BlackRock Flexible Income ETF position peaked at $265K in Q3 2024.
578 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.