ZIMP
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Zimmermann Investment Management & Planning’s BlackRock Flexible Income ETF BINC Stock Holding History

Zimmermann Investment Management & Planning’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
-158,073
Closed -$8.46M – 18
2024
Q3 		$8.46M Buy
158,073
+56,467
+56% +$2.99M 2.6% 10
2024
Q2 		$5.3M Buy
101,606
+59,734
+143% +$3.11M 1.77% 20
2024
Q1 		$2.2M Buy
+41,872
New +$2.19M 0.79% 40

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

Zimmermann Investment Management & Planning's BINC Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of BlackRock Flexible Income ETF (BINC) in Q4 2024, closing a stake of 158,073 shares — an estimated $8.46M sold.

Zimmermann Investment Management & Planning first reported a position in BINC in Q1 2024 and held it in 3 quarters. The position peaked at $8.46M in Q3 2024. 513 funds tracked by Wall St. Rank hold BINC as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining BlackRock Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 158,073 BlackRock Flexible Income ETF shares in Q4 2024, an estimated $8.46M.
  • Zimmermann Investment Management & Planning first reported a position in BlackRock Flexible Income ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's BlackRock Flexible Income ETF position peaked at $8.46M in Q3 2024.
  • 513 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.