CWM
BINC icon

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

Curtis 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 		$1.35M Sell
25,732
-23,990
-48% -$1.25M 1.14% 23
2026
Q1 		$2.58M Sell
49,722
-16,483
-25% -$869K 2.42% 19
2025
Q4 		$3.51M Buy
+66,205
New +$3.51M 3.06% 14

Other funds holding BINC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Curtis Wealth Management reduced its BlackRock Flexible Income ETF (BINC) stake by 48% in Q2 2026, selling an estimated $1.25M and leaving 25,732 shares worth $1.35M. The position accounts for 1.14% of the portfolio, ranked #23.

Curtis Wealth Management first reported a position in BINC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q4 2025. 774 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

  • Curtis Wealth Management held 25,732 shares of BlackRock Flexible Income ETF worth $1.35M as of Q2 2026.
  • Curtis Wealth Management sold 23,990 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.25M.
  • BlackRock Flexible Income ETF made up 1.14% of Curtis Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Curtis Wealth Management first reported a position in BlackRock Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Curtis Wealth Management's BlackRock Flexible Income ETF position peaked at $3.51M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.