Braun-Bostich & Associates’s BlackRock Flexible Income ETF BINC Stock Holding History

Braun-Bostich & Associates’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	$1.27M	Sell	24,388 -34,580	-59%	-$1.82M	0.79%	37
2025 Q4	$3.11M	Sell	58,968 -3,002	-5%	-$159K	1.92%	15
2025 Q3	$3.3M	Sell	61,970 -17,652	-22%	-$934K	2.08%	15
2025 Q2	$4.21M	Buy	79,622 +2,549	+3%	+$133K	2.87%	10
2025 Q1	$4.04M	Buy	77,073 +3,204	+4%	+$168K	2.99%	9
2024 Q4	$3.84M	Buy	73,869 +3,753	+5%	+$198K	2.77%	9
2024 Q3	$3.75M	Buy	70,116 +9,356	+15%	+$495K	2.62%	11
2024 Q2	$3.17M	Buy	60,760 +32,172	+113%	+$1.67M	2.36%	10
2024 Q1	$1.5M	Buy	+28,588	New	+$1.49M	1.26%	19

Other funds holding BINC

Envestnet Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return