Avantra Family Wealth’s BlackRock Flexible Income ETF BINC Stock Holding History

Avantra Family Wealth’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	$849K	Sell	16,225 -1,748	-10%	-$91.3K	0.54%	52
2026 Q1	$933K	Buy	17,973 +7,191	+67%	+$379K	0.69%	43
2025 Q4	$569K	Buy	10,782 +390	+4%	+$20.7K	0.41%	71
2025 Q3	$553K	Sell	10,392 -26	-0.2%	-$1.38K	0.41%	71
2025 Q2	$550K	Sell	10,418 -21	-0.2%	-$1.09K	0.45%	60
2025 Q1	$547K	Sell	10,439 -2,050	-16%	-$107K	0.52%	63
2024 Q4	$650K	Buy	+12,489	New	+$658K	0.61%	55

Other funds holding BINC

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Avantra Family Wealth's BINC Position: Q2 2026 in Review

Avantra Family Wealth reduced its BlackRock Flexible Income ETF (BINC) stake by 9.7% in Q2 2026, selling an estimated $91.3K and leaving 16,225 shares worth $849K. The position accounts for 0.54% of the portfolio, ranked #52.

Avantra Family Wealth first reported a position in BINC in Q4 2024 and has held it in 7 quarters since. The position peaked at $933K in Q1 2026. 377 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Avantra Family Wealth held 16,225 shares of BlackRock Flexible Income ETF worth $849K as of Q2 2026.
Avantra Family Wealth sold 1,748 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $91.3K.
BlackRock Flexible Income ETF made up 0.54% of Avantra Family Wealth's portfolio in Q2 2026, its #52 holding.
Avantra Family Wealth first reported a position in BlackRock Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's BlackRock Flexible Income ETF position peaked at $933K in Q1 2026.
377 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.