Concurrent Investment Advisors’s BlackRock Flexible Income ETF BINC Stock Holding History

Concurrent Investment 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 Q2	$13.9M	Buy	266,213 +9,813	+4%	+$513K	0.12%	190
2026 Q1	$13.3M	Buy	256,400 +68,389	+36%	+$3.61M	0.14%	154
2025 Q4	$9.92M	Buy	188,011 +62,135	+49%	+$3.3M	0.11%	185
2025 Q3	$6.7M	Buy	125,876 +66,120	+111%	+$3.5M	0.11%	187
2025 Q2	$3.16M	Buy	59,756 +26,353	+79%	+$1.37M	0.06%	321
2025 Q1	$1.75M	Buy	33,403 +11,548	+53%	+$605K	0.04%	395
2024 Q4	$1.14M	Buy	21,855 +1,177	+6%	+$62K	0.03%	460
2024 Q3	$1.11M	Buy	20,678 +1,240	+6%	+$65.6K	0.03%	432
2024 Q2	$1.01M	Buy	19,438 +8,352	+75%	+$435K	0.03%	431
2024 Q1	$582K	Buy	11,086 +6,086	+122%	+$318K	0.02%	503
2023 Q4	$261K	Buy	+5,000	New	+$254K	0.01%	696

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

Concurrent Investment Advisors's BINC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its BlackRock Flexible Income ETF (BINC) stake by 3.8% in Q2 2026, buying an estimated $513K and bringing the position to 266,213 shares worth $13.9M. The position accounts for 0.12% of the portfolio, ranked #190.

Concurrent Investment Advisors first reported a position in BINC in Q4 2023 and has held it in 11 quarters since. 773 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Concurrent Investment Advisors held 266,213 shares of BlackRock Flexible Income ETF worth $13.9M as of Q2 2026.
Concurrent Investment Advisors bought 9,813 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $513K.
BlackRock Flexible Income ETF made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #190 holding.
Concurrent Investment Advisors first reported a position in BlackRock Flexible Income ETF in Q4 2023 and has held it in 11 quarters since.
773 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.