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

Sheets Smith 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
Q4 		– Sell
-6,835
Closed -$366K – 377
2024
Q3 		$366K Buy
+6,835
New +$362K 0.04% 293

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheets Smith Wealth Management's BINC Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 6,835 shares — an estimated $366K sold.

Sheets Smith Wealth Management first reported a position in BINC in Q3 2024 and held it in 1 quarter. The position peaked at $366K in Q3 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,835 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $366K.
  • Sheets Smith Wealth Management first reported a position in BlackRock Flexible Income ETF in Q3 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's BlackRock Flexible Income ETF position peaked at $366K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.