PWM
BINC icon

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

Perigon 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
2026
Q1 		$9.66M Sell
186,048
-21,965
-11% -$1.16M 0.18% 120
2025
Q4 		$11M Buy
208,013
+22,254
+12% +$1.18M 0.2% 104
2025
Q3 		$9.89M Buy
185,759
+28,104
+18% +$1.49M 0.2% 106
2025
Q2 		$8.33M Buy
157,655
+15,935
+11% +$830K 0.19% 110
2025
Q1 		$7.42M Buy
141,720
+18,075
+15% +$947K 0.19% 115
2024
Q4 		$6.45M Buy
123,645
+10,799
+10% +$569K 0.16% 126
2024
Q3 		$6.04M Buy
112,846
+35,680
+46% +$1.89M 0.16% 133
2024
Q2 		$4.03M Buy
77,166
+8,924
+13% +$465K 0.12% 163
2024
Q1 		$3.58M Buy
+68,242
New +$3.56M 0.11% 172

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return