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 Q3	$292K	Sell	5,745 -20,028	-78%	-$1.04M	0.17%	53
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Apex Wealth Management's BINC Position: Q3 2026 in Review

Apex Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 78% in Q3 2026, selling an estimated $1.04M and leaving 5,745 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #53.

Apex Wealth Management first reported a position in BINC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.89M in Q4 2025. 524 funds tracked by Wall St. Rank hold BINC as of Q3 2026.

Apex Wealth Management held 5,745 shares of BlackRock Flexible Income ETF worth $292K as of Q3 2026.
Apex Wealth Management sold 20,028 BlackRock Flexible Income ETF shares in Q3 2026, an estimated $1.04M.
BlackRock Flexible Income ETF made up 0.17% of Apex Wealth Management's portfolio in Q3 2026, its #53 holding.
Apex Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 8 quarters since.
Apex Wealth Management's BlackRock Flexible Income ETF position peaked at $5.89M in Q4 2025.
524 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.