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Waterloo Capital’s BlackRock Flexible Income ETF BINC Stock Holding History

Waterloo Capital’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
Q1 		– Sell
-95,923
Closed -$4.99M – 394
2024
Q4 		$4.99M Buy
+95,923
New +$5.05M 0.53% 46

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
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
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waterloo Capital's BINC Position: Q1 2025 in Review

Waterloo Capital sold out of BlackRock Flexible Income ETF (BINC) in Q1 2025, closing a stake of 95,923 shares — an estimated $4.99M sold.

Waterloo Capital first reported a position in BINC in Q4 2024 and held it in 1 quarter. The position peaked at $4.99M in Q4 2024. 556 funds tracked by Wall St. Rank hold BINC as of Q1 2025.

  • Waterloo Capital reported no remaining BlackRock Flexible Income ETF position as of Q1 2025 after selling out during the quarter.
  • Waterloo Capital sold 95,923 BlackRock Flexible Income ETF shares in Q1 2025, an estimated $4.99M.
  • Waterloo Capital first reported a position in BlackRock Flexible Income ETF in Q4 2024 and held it in 1 quarter.
  • Waterloo Capital's BlackRock Flexible Income ETF position peaked at $4.99M in Q4 2024.
  • 556 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.