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WR Wealth Planners’s BlackRock Flexible Income ETF BINC Stock Holding History

WR Wealth Planners’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 		$77.7K Sell
1,493
-1,608
-52% -$84.7K 0.03% 269
2024
Q3 		$166K Buy
3,101
+1,945
+168% +$103K 0.05% 208
2024
Q2 		$60.3K Buy
1,156
+69
+6% +$3.59K 0.02% 306
2024
Q1 		$57K Buy
+1,087
New +$56.8K 0.02% 315

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 $20.9B AUM 19.34% 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

WR Wealth Planners's BINC Position: Q4 2024 in Review

WR Wealth Planners reduced its BlackRock Flexible Income ETF (BINC) stake by 52% in Q4 2024, selling an estimated $84.7K and leaving 1,493 shares worth $77.7K. The position accounts for 0.03% of the portfolio, ranked #269.

WR Wealth Planners first reported a position in BINC in Q1 2024 and has held it in 4 quarters since. The position peaked at $166K in Q3 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • WR Wealth Planners held 1,493 shares of BlackRock Flexible Income ETF worth $77.7K as of Q4 2024.
  • WR Wealth Planners sold 1,608 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $84.7K.
  • BlackRock Flexible Income ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #269 holding.
  • WR Wealth Planners first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's BlackRock Flexible Income ETF position peaked at $166K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.