Client 1st Advisory Group’s BlackRock Flexible Income ETF BINC Stock Holding History

Client 1st Advisory Group’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	$2.45M	Buy	46,749 +2,155	+5%	+$113K	0.64%	30
2026 Q1	$2.32M	Buy	44,594 +3,889	+10%	+$205K	0.7%	26
2025 Q4	$2.15M	Buy	40,705 +8,687	+27%	+$461K	0.67%	26
2025 Q3	$1.7M	Buy	32,018 +1,141	+4%	+$60.4K	0.56%	28
2025 Q2	$1.63M	Buy	30,877 +4,068	+15%	+$212K	0.59%	27
2025 Q1	$1.4M	Buy	26,809 +1,005	+4%	+$52.6K	0.55%	26
2024 Q4	$1.34M	Buy	25,804 +10,867	+73%	+$572K	0.52%	26
2024 Q3	$800K	Buy	14,937 +5,696	+62%	+$301K	0.32%	40
2024 Q2	$482K	Buy	+9,241	New	+$481K	0.21%	62

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

Client 1st Advisory Group's BINC Position: Q2 2026 in Review

Client 1st Advisory Group increased its BlackRock Flexible Income ETF (BINC) stake by 4.8% in Q2 2026, buying an estimated $113K and bringing the position to 46,749 shares worth $2.45M. The position accounts for 0.64% of the portfolio, ranked #30.

Client 1st Advisory Group first reported a position in BINC in Q2 2024 and has held it in 9 quarters since. 777 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Client 1st Advisory Group held 46,749 shares of BlackRock Flexible Income ETF worth $2.45M as of Q2 2026.
Client 1st Advisory Group bought 2,155 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $113K.
BlackRock Flexible Income ETF made up 0.64% of Client 1st Advisory Group's portfolio in Q2 2026, its #30 holding.
Client 1st Advisory Group first reported a position in BlackRock Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
777 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.