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One Wealth Management Investment & Advisory Services’s BlackRock Flexible Income ETF BINC Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-16,473
Closed -$860K – 57
2024
Q2 		$860K Buy
16,473
+89
+0.5% +$4.63K 0.34% 47
2024
Q1 		$860K Buy
+16,384
New +$856K 0.35% 47

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's BINC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of BlackRock Flexible Income ETF (BINC) in Q3 2024, closing a stake of 16,473 shares — an estimated $860K sold.

One Wealth Management Investment & Advisory Services first reported a position in BINC in Q1 2024 and held it in 2 quarters. The position peaked at $860K in Q2 2024. 427 funds tracked by Wall St. Rank hold BINC as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining BlackRock Flexible Income ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 16,473 BlackRock Flexible Income ETF shares in Q3 2024, an estimated $860K.
  • One Wealth Management Investment & Advisory Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's BlackRock Flexible Income ETF position peaked at $860K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.