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

OneAscent 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
2024
Q2 		– Sell
-20,442
Closed -$1.07M – 103
2024
Q1 		$1.07M Buy
20,442
+8,604
+73% +$449K 0.41% 29
2023
Q4 		$619K Buy
+11,838
New +$601K 0.25% 45

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

OneAscent Wealth Management's BINC Position: Q2 2024 in Review

OneAscent Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q2 2024, closing a stake of 20,442 shares — an estimated $1.07M sold.

OneAscent Wealth Management first reported a position in BINC in Q4 2023 and held it in 2 quarters. The position peaked at $1.07M in Q1 2024. 366 funds tracked by Wall St. Rank hold BINC as of Q2 2024.

  • OneAscent Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q2 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 20,442 BlackRock Flexible Income ETF shares in Q2 2024, an estimated $1.07M.
  • OneAscent Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2023 and held it in 2 quarters.
  • OneAscent Wealth Management's BlackRock Flexible Income ETF position peaked at $1.07M in Q1 2024.
  • 366 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2024.

Based on OneAscent Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.