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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apex Wealth Management's BINC Position: Q1 2026 in Review

Apex Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 77% in Q1 2026, selling an estimated $4.5M and leaving 25,863 shares worth $1.34M. The position accounts for 0.92% of the portfolio, ranked #29.

Apex Wealth Management first reported a position in BINC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.89M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

  • Apex Wealth Management held 25,863 shares of BlackRock Flexible Income ETF worth $1.34M as of Q1 2026.
  • Apex Wealth Management sold 85,264 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $4.5M.
  • BlackRock Flexible Income ETF made up 0.92% of Apex Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Apex Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Apex Wealth Management's BlackRock Flexible Income ETF position peaked at $5.89M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.