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Chokshi & Queen Wealth Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$265K Buy
+5,100
New +$269K 0.14% 49
2025
Q4 		– Sell
-4,274
Closed -$228K – 47
2025
Q3 		$228K Buy
+4,274
New +$226K 0.12% 56

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

Chokshi & Queen Wealth Advisors's BINC Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in BlackRock Flexible Income ETF (BINC) in Q1 2026: 5,100 shares worth $265K. The stake represents 0.14% of the portfolio and ranks #49 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in BINC as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in BINC in Q3 2025 and has held it in 2 quarters since. 774 funds tracked by Wall St. Rank hold BINC as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 5,100 shares of BlackRock Flexible Income ETF worth $265K as of Q1 2026.
  • BlackRock Flexible Income ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • BlackRock Flexible Income ETF made up 0.14% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in BlackRock Flexible Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.