Number of Shares
26,180.00
Current Holdings Value*
$1.37 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-1,365.29
% of Total Estimate Gain
-0.10%

BEACON FINANCIAL PLANNING, INC's iShares Flexible Income Active ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 26,180.00 shares of iShares Flexible Income Active ETF(BINC), totaling $1.37 Mil. This investment constitutes 0.79% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.02% of the outstanding iShares Flexible Income Active ETF(BINC) stock.

The initial trade took place in 2024Q4. And since then BEACON FINANCIAL PLANNING, INC has made 2 purchases of BINC, at an average price of $52.54, for a total of 26,180.00 shares. Based on historical transaction data and BINC's current price of $52.49, BEACON FINANCIAL PLANNING, INC's estimated gain on his BINC holdings is $-1,365.29, reflecting a -0.10% gain to date.

BEACON FINANCIAL PLANNING, INC BINC ($52.49) Holding Chart

BEACON FINANCIAL PLANNING, INC BINC ($52.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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