Beacon Bridge Wealth Partners’s BlackRock Flexible Income ETF BINC Stock Holding History

Beacon Bridge Wealth Partners’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	$7.51M	Sell	144,646 -1,502	-1%	-$79.2K	2.51%	12
2025 Q4	$7.71M	Buy	146,148 +12,011	+9%	+$637K	2.56%	12
2025 Q3	$7.14M	Buy	134,137 +270	+0.2%	+$14.3K	2.54%	13
2025 Q2	$7.07M	Sell	133,867 -20,681	-13%	-$1.08M	2.81%	11
2025 Q1	$8.1M	Buy	154,548 +25,015	+19%	+$1.31M	3.45%	10
2024 Q4	$6.74M	Buy	129,533 +27,903	+27%	+$1.47M	2.86%	11
2024 Q3	$5.44M	Buy	101,630 +9,530	+10%	+$504K	2.34%	16
2024 Q2	$4.81M	Buy	92,100 +25,758	+39%	+$1.34M	2.21%	15
2024 Q1	$3.48M	Buy	+66,342	New	+$3.47M	1.64%	20

Other funds holding BINC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Bridge Wealth Partners's BINC Position: Q1 2026 in Review

Beacon Bridge Wealth Partners reduced its BlackRock Flexible Income ETF (BINC) stake by 1% in Q1 2026, selling an estimated $79.2K and leaving 144,646 shares worth $7.51M. The position accounts for 2.51% of the portfolio, ranked #12.

Beacon Bridge Wealth Partners first reported a position in BINC in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.1M in Q1 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

Beacon Bridge Wealth Partners held 144,646 shares of BlackRock Flexible Income ETF worth $7.51M as of Q1 2026.
Beacon Bridge Wealth Partners sold 1,502 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $79.2K.
BlackRock Flexible Income ETF made up 2.51% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #12 holding.
Beacon Bridge Wealth Partners first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 9 quarters since.
Beacon Bridge Wealth Partners's BlackRock Flexible Income ETF position peaked at $8.1M in Q1 2025.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.