Priebe Wealth Holdings’s BlackRock Flexible Income ETF BINC Stock Holding History

Priebe Wealth Holdings’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	$1.48M	Sell	27,992 -221,248	-89%	-$11.5M	1.28%	18
2025 Q1	$13.1M	Buy	249,240 +3,899	+2%	+$204K	8.14%	2
2024 Q4	$12.8M	Buy	245,341 +1,496	+0.6%	+$78.8K	8.65%	3
2024 Q3	$13.1M	Buy	243,845 +2,669	+1%	+$141K	9.51%	2
2024 Q2	$12.6M	Buy	241,176 +78,386	+48%	+$4.08M	9.98%	2
2024 Q1	$8.54M	Buy	162,790 +3,543	+2%	+$185K	6.66%	3
2023 Q4	$8.32M	Buy	+159,247	New	+$8.09M	6.83%	3

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

Priebe Wealth Holdings's BINC Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its BlackRock Flexible Income ETF (BINC) stake by 89% in Q2 2025, selling an estimated $11.5M and leaving 27,992 shares worth $1.48M. The position accounts for 1.28% of the portfolio, ranked #18.

Priebe Wealth Holdings first reported a position in BINC in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.1M in Q1 2025. 578 funds tracked by Wall St. Rank hold BINC as of Q2 2025.

Priebe Wealth Holdings held 27,992 shares of BlackRock Flexible Income ETF worth $1.48M as of Q2 2025.
Priebe Wealth Holdings sold 221,248 BlackRock Flexible Income ETF shares in Q2 2025, an estimated $11.5M.
BlackRock Flexible Income ETF made up 1.28% of Priebe Wealth Holdings's portfolio in Q2 2025, its #18 holding.
Priebe Wealth Holdings first reported a position in BlackRock Flexible Income ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's BlackRock Flexible Income ETF position peaked at $13.1M in Q1 2025.
578 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.