Cypress Wealth Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Cypress Wealth Services’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	$1.82M	Sell	34,859 -24,222	-41%	-$1.27M	0.22%	80
2026 Q1	$3.07M	Sell	59,081 -7,669	-11%	-$404K	0.43%	54
2025 Q4	$3.52M	Buy	66,750 +9,498	+17%	+$504K	0.49%	45
2025 Q3	$3.05M	Buy	57,252 +2,650	+5%	+$140K	0.5%	44
2025 Q2	$2.89M	Buy	54,602 +1,955	+4%	+$102K	0.52%	42
2025 Q1	$2.76M	Buy	52,647 +433	+0.8%	+$22.7K	0.56%	40
2024 Q4	$2.72M	Buy	52,214 +6,491	+14%	+$342K	0.55%	41
2024 Q3	$2.45M	Buy	45,723 +6,963	+18%	+$368K	0.51%	45
2024 Q2	$2.02M	Buy	38,760 +3,562	+10%	+$185K	0.45%	52
2024 Q1	$1.85M	Buy	+35,198	New	+$1.84M	0.43%	54

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

Cypress Wealth Services's BINC Position: Q2 2026 in Review

Cypress Wealth Services reduced its BlackRock Flexible Income ETF (BINC) stake by 41% in Q2 2026, selling an estimated $1.27M and leaving 34,859 shares worth $1.82M. The position accounts for 0.22% of the portfolio, ranked #80.

Cypress Wealth Services first reported a position in BINC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.52M in Q4 2025. 779 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Cypress Wealth Services held 34,859 shares of BlackRock Flexible Income ETF worth $1.82M as of Q2 2026.
Cypress Wealth Services sold 24,222 BlackRock Flexible Income ETF shares in Q2 2026, an estimated $1.27M.
BlackRock Flexible Income ETF made up 0.22% of Cypress Wealth Services's portfolio in Q2 2026, its #80 holding.
Cypress Wealth Services first reported a position in BlackRock Flexible Income ETF in Q1 2024 and has held it in 10 quarters since.
Cypress Wealth Services's BlackRock Flexible Income ETF position peaked at $3.52M in Q4 2025.
779 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.