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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Advisory's BINC Position: Q1 2026 in Review

Carson Advisory increased its BlackRock Flexible Income ETF (BINC) stake by 5.9% in Q1 2026, buying an estimated $274K and bringing the position to 92,546 shares worth $4.81M. The position accounts for 2.49% of the portfolio, ranked #9.

Carson Advisory first reported a position in BINC in Q1 2024 and has held it in 9 quarters since. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

  • Carson Advisory held 92,546 shares of BlackRock Flexible Income ETF worth $4.81M as of Q1 2026.
  • Carson Advisory bought 5,194 BlackRock Flexible Income ETF shares in Q1 2026, an estimated $274K.
  • BlackRock Flexible Income ETF made up 2.49% of Carson Advisory's portfolio in Q1 2026, its #9 holding.
  • Carson Advisory first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.