Castle Wealth Management’s BlackRock Flexible Income ETF BINC Stock Holding History

Castle Wealth Management’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	$6.28M	Buy	119,942 +7,718	+7%	+$403K	1.86%	18
2026 Q1	$5.83M	Buy	112,224 +24,311	+28%	+$1.28M	1.89%	14
2025 Q4	$4.64M	Buy	87,913 +27,496	+46%	+$1.46M	1.54%	22
2025 Q3	$3.22M	Buy	60,417 +17,307	+40%	+$916K	1.09%	28
2025 Q2	$2.28M	Buy	43,110 +7,186	+20%	+$374K	0.83%	37
2025 Q1	$1.88M	Sell	35,924 -416	-1%	-$21.8K	0.74%	37
2024 Q4	$1.89M	Buy	36,340 +28,904	+389%	+$1.52M	0.74%	39
2024 Q3	$398K	Buy	+7,436	New	+$393K	0.16%	90

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

Castle Wealth Management's BINC Position: Q2 2026 in Review

Castle Wealth Management increased its BlackRock Flexible Income ETF (BINC) stake by 6.9% in Q2 2026, buying an estimated $403K and bringing the position to 119,942 shares worth $6.28M. The position accounts for 1.86% of the portfolio, ranked #18.

Castle Wealth Management first reported a position in BINC in Q3 2024 and has held it in 8 quarters since. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Castle Wealth Management held 119,942 shares of BlackRock Flexible Income ETF worth $6.28M as of Q2 2026.
Castle Wealth Management bought 7,718 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $403K.
BlackRock Flexible Income ETF made up 1.86% of Castle Wealth Management's portfolio in Q2 2026, its #18 holding.
Castle Wealth Management first reported a position in BlackRock Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.