Number of Shares
1.55 Mil
Current Holdings Value*
$81.21 Mil
% of Portfolio
3.67%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
1.49%

Wharton Business Group, LLC's iShares Flexible Income Active ETF Holding Summary

As of 2025-03-31, Wharton Business Group, LLC held 1.55 Mil shares of iShares Flexible Income Active ETF(BINC), totaling $81.21 Mil. This investment constitutes 3.67% of their stock portfolio, and Wharton Business Group, LLC now holds 0.92% of the outstanding iShares Flexible Income Active ETF(BINC) stock.

The initial trade took place in 2023Q3. And since then Wharton Business Group, LLC has made 7 purchases of BINC, at an average price of $51.78, for a total of 1.55 Mil shares. Based on historical transaction data and BINC's current price of $52.55, Wharton Business Group, LLC's estimated gain on his BINC holdings is $1.20 Mil, reflecting a 1.49% gain to date.

Wharton Business Group, LLC BINC ($52.55) Holding Chart

Wharton Business Group, LLC BINC ($52.55) 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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