WIM
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WealthPlan Investment Management’s BlackRock Flexible Income ETF BINC Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-29,437
Closed -$1.56M – 342
2025
Q2 		$1.56M Buy
+29,437
New +$1.53M 0.11% 144

Other funds holding BINC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's BINC Position: Q3 2025 in Review

WealthPlan Investment Management sold out of BlackRock Flexible Income ETF (BINC) in Q3 2025, closing a stake of 29,437 shares — an estimated $1.56M sold.

WealthPlan Investment Management first reported a position in BINC in Q2 2025 and held it in 1 quarter. The position peaked at $1.56M in Q2 2025. 634 funds tracked by Wall St. Rank hold BINC as of Q3 2025.

  • WealthPlan Investment Management reported no remaining BlackRock Flexible Income ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 29,437 BlackRock Flexible Income ETF shares in Q3 2025, an estimated $1.56M.
  • WealthPlan Investment Management first reported a position in BlackRock Flexible Income ETF in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's BlackRock Flexible Income ETF position peaked at $1.56M in Q2 2025.
  • 634 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.