Carson Advisory’s BlackRock Flexible Income ETF BINC Stock Holding History

Carson 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	$4.94M	Buy	94,424 +1,878	+2%	+$98.1K	2.27%	10
2026 Q1	$4.81M	Buy	92,546 +5,194	+6%	+$274K	2.49%	9
2025 Q4	$4.61M	Buy	87,352 +7,880	+10%	+$418K	2.4%	8
2025 Q3	$4.23M	Buy	79,472 +6,576	+9%	+$348K	2.28%	9
2025 Q2	$3.85M	Buy	72,896 +8,955	+14%	+$466K	2.45%	8
2025 Q1	$3.35M	Buy	63,941 +20,123	+46%	+$1.05M	2.26%	10
2024 Q4	$2.28M	Buy	43,818 +18,059	+70%	+$951K	1.59%	16
2024 Q3	$1.38M	Buy	25,759 +9,953	+63%	+$526K	0.87%	28
2024 Q2	$825K	Buy	15,806 +10,496	+198%	+$546K	0.58%	46
2024 Q1	$279K	Buy	+5,310	New	+$277K	0.2%	124

Other funds holding BINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Carson Advisory's BINC Position: Q2 2026 in Review

Carson Advisory increased its BlackRock Flexible Income ETF (BINC) stake by 2% in Q2 2026, buying an estimated $98.1K and bringing the position to 94,424 shares worth $4.94M. The position accounts for 2.27% of the portfolio, ranked #10.

Carson Advisory first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. 780 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Carson Advisory held 94,424 shares of BlackRock Flexible Income ETF worth $4.94M as of Q2 2026.
Carson Advisory bought 1,878 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $98.1K.
BlackRock Flexible Income ETF made up 2.27% of Carson Advisory's portfolio in Q2 2026, its #10 holding.
Carson Advisory first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
780 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.