Apex Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Apex Wealth Management’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
2026 Q2	$1.35M	Sell	25,773 -90	-0.3%	-$4.7K	0.82%	33
2026 Q1	$1.34M	Sell	25,863 -85,264	-77%	-$4.5M	0.92%	29
2025 Q4	$5.89M	Buy	111,127 +4,310	+4%	+$229K	5.98%	3
2025 Q3	$5.69M	Buy	106,817 +1,169	+1%	+$61.8K	4.07%	8
2025 Q2	$5.58M	Buy	105,648 +4,356	+4%	+$227K	4.48%	7
2025 Q1	$5.31M	Buy	101,292 +20,880	+26%	+$1.09M	4.77%	7
2024 Q4	$4.18M	Buy	+80,412	New	+$4.24M	3.61%	7

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Apex Wealth Management's BINC Position: Q2 2026 in Review

Apex Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 0.35% in Q2 2026, selling an estimated $4.7K and leaving 25,773 shares worth $1.35M. The position accounts for 0.82% of the portfolio, ranked #33.

Apex Wealth Management first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.89M in Q4 2025. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Apex Wealth Management held 25,773 shares of BlackRock Flexible Income ETF worth $1.35M as of Q2 2026.
Apex Wealth Management sold 90 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $4.7K.
BlackRock Flexible Income ETF made up 0.82% of Apex Wealth Management's portfolio in Q2 2026, its #33 holding.
Apex Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
Apex Wealth Management's BlackRock Flexible Income ETF position peaked at $5.89M in Q4 2025.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.