Wells Financial Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Sell
20,830
-4,158
-17% -$220K 1.51% 19
2025
Q1
$1.31M Buy
24,988
+10,361
+71% +$543K 1.8% 17
2024
Q4
$761K Buy
14,627
+2,580
+21% +$134K 1.04% 26
2024
Q3
$645K Sell
12,047
-64,597
-84% -$3.46M 0.87% 26
2024
Q2
$4M Sell
76,644
-740
-1% -$38.6K 2.63% 15
2024
Q1
$4.06M Buy
+77,384
New +$4.06M 2.77% 15