Beacon Financial Advisory’s BlackRock Flexible Income ETF BINC Stock Holding History

Beacon Financial Advisory’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	$1.14M	Sell	21,770 -172	-0.8%	-$8.98K	0.22%	122
2026 Q1	$1.14M	Buy	21,942 +2,623	+14%	+$138K	0.26%	99
2025 Q4	$1.02M	Buy	19,319 +1,161	+6%	+$61.6K	0.24%	111
2025 Q3	$967K	Buy	18,158 +5,071	+39%	+$268K	0.22%	120
2025 Q2	$692K	Buy	13,087 +2,826	+28%	+$147K	0.18%	150
2025 Q1	$537K	Buy	10,261 +2,162	+27%	+$113K	0.16%	158
2024 Q4	$421K	Buy	8,099 +2,180	+37%	+$115K	0.14%	183
2024 Q3	$317K	Buy	5,919 +1,889	+47%	+$99.9K	0.11%	209
2024 Q2	$210K	Buy	+4,030	New	+$210K	0.08%	264

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

Beacon Financial Advisory's BINC Position: Q2 2026 in Review

Beacon Financial Advisory reduced its BlackRock Flexible Income ETF (BINC) stake by 0.78% in Q2 2026, selling an estimated $8.98K and leaving 21,770 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #122.

Beacon Financial Advisory first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. 778 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Beacon Financial Advisory held 21,770 shares of BlackRock Flexible Income ETF worth $1.14M as of Q2 2026.
Beacon Financial Advisory sold 172 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $8.98K.
BlackRock Flexible Income ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q2 2026, its #122 holding.
Beacon Financial Advisory first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
778 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.