Number of Shares
200,132.00
Current Holdings Value*
$10.57 Mil
% of Portfolio
3.74%
Total Estimate Gain
$102,284.58
% of Total Estimate Gain
0.98%

Investment Planning Advisors, Inc.'s iShares Flexible Income Active ETF Holding Summary

As of 2025-06-30, Investment Planning Advisors, Inc. held 200,132.00 shares of iShares Flexible Income Active ETF(BINC), totaling $10.57 Mil. This investment constitutes 3.74% of their stock portfolio, and Investment Planning Advisors, Inc. now holds 0.1% of the outstanding iShares Flexible Income Active ETF(BINC) stock.

The initial trade took place in 2024Q2. And since then Investment Planning Advisors, Inc. has made 3 purchases of BINC, at an average price of $52.23, for a total of 200,132.00 shares. Based on historical transaction data and BINC's current price of $52.74, Investment Planning Advisors, Inc.'s estimated gain on his BINC holdings is $102,284.58, reflecting a 0.98% gain to date.

Investment Planning Advisors, Inc. BINC ($52.74) Holding Chart

Investment Planning Advisors, Inc. BINC ($52.74) 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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